Things To Consider
Helpful Tips For Setting-up Pipeliner
Things To Consider When Setting Up Pipeliner
We want to make sure you get the most out of Pipeliner from the get-go so we have put together some items to consider and then guidance on how to set them up and why.
The Helpful Setup Items are divided into three key focus areas…
Admin Setup Items
Here are some items to pay attention to when setting up Pipeliner CRM as an Administrator.
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Sales ManagerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. Setup
Here are some items you should consider when setting up the system to use as a Sales Manager.
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End UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Setup
Things to consider when you are setting up the system to use it as an End User.
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