Categories

🎥 All About Activities!

An in-depth look at Pipeliner's capabilities including "Customizing Activity Types, Fields, Views & Profiles", "Best Practice Sales Process Activities", "Intelligent Scheduling with Automatizer", "Standard, Pivot, and Advanced Reporting on Activities" and "Activities with Integrations"

By |2020-07-16T09:17:52+00:00July 16th, 2020|Comments Off on 🎥 All About Activities!

Your First Pipeline

Pipelines hold the steps/stages of your sales process (or any process). Pipelines can be used for the pre-sales process, sales process, post-sales process, implementation process, fulfilment process, customer services process, new hire process and so much more.

By |2020-07-16T09:06:08+00:00July 16th, 2020|Comments Off on Your First Pipeline

BI Feeder

The BI Feeder allows you to export Pipeliner data to a PostgreSQL that you can access directly using your Business Intelligence solution.

By |2020-07-16T09:07:19+00:00July 16th, 2020|Comments Off on BI Feeder

🎥 Introduction to AUTOMATIZER!

Graphically build your organization’s processes into Pipeliner, Streamline your workflows and empower your teams working with Pipeliner, Automate repetitive tasks and communications, Build both organizational & personal automated processes

By |2020-07-16T09:18:28+00:00July 16th, 2020|Comments Off on 🎥 Introduction to AUTOMATIZER!

🎥 Reporting for Sales Management

An in-depth look at Pipeliner's capabilities including "Five Opportunity Reporting Views", "Pivot & Advanced & Forecast Reports", "Leading & Lagging Indicators", "New BI Feeder › Seeing your Pipeliner data in Google Data Source & Microsoft Power BI".

By |2020-07-16T09:18:48+00:00July 16th, 2020|Comments Off on 🎥 Reporting for Sales Management

🎥 All About Email!

An in-depth look at Pipeliner's email capabilities including "Email Integration (Outlook & Gmail)", "Pipeliner mass and individual Emails", "Automatizer Emails".

By |2020-07-16T09:17:47+00:00July 16th, 2020|Comments Off on 🎥 All About Email!

Using the Power Panel

The Power Panel is a place in Pipeliner where you can modify the things you see in your current view. Learn how to use it properly.

By |2020-07-16T08:18:54+00:00July 16th, 2020|Comments Off on Using the Power Panel

Adding New Pipelines

Pipeliner makes it simple to create, add, and change any process that you have as part of your business.

By |2020-07-16T08:16:31+00:00July 16th, 2020|Comments Off on Adding New Pipelines
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