August 27th, 2018
Managing Your Contacts
Adding, updating & viewing your contacts has never been easier!
August 27th, 2018
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.
August 27th, 2018
Customize Your Sales Process
How to setup sales stages, velocity, and sales activities.
August 27th, 2018
Importing Contacts (CSV, Gmail, Outlook)
Learn how to import your existing contacts from Outlook, Gmail or as a CSV file.
August 27th, 2018
Performance Insights Tutorial
Managing the performance of your team is a crucial aspect of your work as a sales manager. Performance insights enable you to do so.
August 27th, 2018
More about Mobile!
In this video, we will cover some more of the features in the Pipeliner CRM mobile app.
August 27th, 2018
Pipeliner Entities (Records) Explained
In Pipeliner you will find 4 main entities types (or records): Leads, Opportunities, Accounts, and Contacts.
August 27th, 2018
Pipeliner CRM: How To Pay Invoice
Short guide on how to pay for your Pipeliner CRM invoice.
August 27th, 2018
Task Board Explained
Visually track your tasks and identify which of them you should focus on.