August 27th, 2018
Managing Your Contacts
Adding, updating & viewing your contacts has never been easier!
Adding, updating & viewing your contacts has never been easier!
Now that your sales process is set up in Pipeliner, you'll want to learn about filters, profiles, targets and other tasks.
How to setup sales stages, velocity, and sales activities.
Learn how to import your existing contacts from Outlook, Gmail or as a CSV file.