September 3rd, 2018
Quick Guide to Navigating Pipeliner CRM
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.
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.
Visually track your tasks and identify which of them you should focus on.
You can define actions a salesperson needs to take within each pipeline stage - even mandate them if you like.
See how you can use pivot table functionality right in the Pipeliner management reports!
Quickly map out "who's who" in the company you are selling to and then identify which of them is going to influence each opportunity and how!
See how you can use auto-calculated fields to display data like sales commission amount.