Onboarding

Managing Your Contacts

Adding, updating & viewing your contacts has never been easier!

2018-09-01T08:36:33+00:00

Effectively using the Pipeline

Now that your sales process is set up in Pipeliner, you'll want to learn about filters, profiles, targets and other tasks.

2018-09-01T08:37:14+00:00

Customize Your Sales Process

How to setup sales stages, velocity, and sales activities.

2018-09-01T08:37:28+00:00

Importing Contacts (CSV, Gmail, Outlook)

Learn how to import your existing contacts from Outlook, Gmail or as a CSV file.

2018-09-01T08:37:39+00:00