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Customer Knowledge & Ideas

Pipeliner CRM Ideas

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Knowledge Base

  1. Accounts & Contacts 

    1. How can I share an account?
    2. How can I create a new account?
    3. How can I change the contact sales unit?
    4. How can I change the contact owner?
    5. How can I sort contacts?
  2. Activities 

    1. How to create auto-scheduled task?
    2. How can I delegate a task?
    3. How can I link a task to an opportunity?
    4. How can I share a message?
    5. How can I edit a task?
  3. Administration 

    1. How can I create Validated fields
    2. How can I delete an account industry?
    3. How can I edit a lost reason?
    4. How can I delete a lost reason?
    5. How can I edit an opportunity product?
  4. Getting Started 

    1. How do I install Pipeliner
    2. Getting Started Tips & Guide For CRM Users
    3. Pipeliner System Requirements
    4. How do I create a Pipeliner account?
    5. What is a sales pipeline?
  5. Integration 

    1. How to enable LinkedIn integration
    2. Discontinuing Integration with LinkedIn
    3. Pipeliner Integration with itDuzzit
    4. How can I access API Key
    5. Zendesk Integration with Pipeliner
  6. iPhone & Android 

    1. Error Code: An error has occurred during synchronization!
    2. How much does the Pipeliner Mobile cost?
    3. Pipeliner Software vs. Mobile App Comparison
  7. Legacy Software 

    1. Download Pipeliner Legacy Software
  8. My Account Settings 

    1. How can I change my Pipeliner account password?
    2. How to setup email notifications?
    3. How can I configure Pipeliner Assistant?
    4. How do I configure my email account with Pipeliner (IMAP)?
    5. Shared Pipeliner Email Address
  9. Opportunities & Leads 

    1. How can I use Archive
    2. How can I define Sales Actions (Fields per Step)
    3. How can I use Sales Activities
    4. How can I sort the opportunities?
    5. How can I edit a lead?
  10. Reports 

    1. How can I use My Results in Insights
    2. How can I use Indicators in Insights
    3. How can I use Insights
    4. How can I configure email report?
    5. How can I define a time-frame for the chart?
  11. Sales Pipeline 

    1. How can I use Bubble Chart
    2. How can I set a probability of closure to a sales step?
    3. How to use last opened & favorites?
    4. How to use sales pipeline profiles?
    5. How can I create Excel document templates?
  12. Subscription Management 

    1. What is your billing policy?
    2. How can I purchase Pipeliner User License(s)?
    3. How can I invite Subscription Admin?
    4. How can I cancel Pipeliner Subscription?
    5. How can I cancel Pipeliner User License?
  13. Troubleshooting 

    1. How to Install Pipeliner CRM on Mac OS X 10.11 (El Capitan)
    2. How do I uninstall Pipeliner?
    3. How can I reset Sales space?
    4. Error Code: Initial synchronization failed!
    5. How do I update to the latest version of Pipeliner CRM Software?
  14. User Management 

    1. How to modify user access rights
    2. Why I cannot see the sales unit in Pipeliner?
    3. How can I reassign user data?
    4. How can I assign Pipeliner user to sales unit?
    5. How can I deactivate Pipeliner user?
  15. All articles 

    1. How can I share an account?
    2. Pipeliner Integration with SyncApps by Cazoomi
    3. Pipeliner Integration with Zapier
    4. Error Code: An error has occurred during synchronization!
    5. How can I change my Pipeliner account password?
    236 articles 

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