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In Pipeliner, Leads live in two places - the first is under the Leads button, where you can see all the leads separately. The second is in the pipeline view in their own sales step.

Managing your sales activities is managing your time. The better you can organise yourself, the more efficient and valuable you are going to be.

Define what you are looking at and then save those settings as Profiles.

Pipeliner allows you to set what you see using robust filtering and then save and share those settings.

The pipeline view delivers an instant snapshot of how your business is performing now and how it is likely to perform in the future!

Records types such as Leads, Opportunities, Accounts, and Contacts are all available from the bottom navigation.

There are only a few basic concepts that you have learn that will make everything clear and straightforward and have you confidently moving around the app in no time.