About Feeds in Pipeliner CRM

Are you looking for a CRM collaboration software that empowers sales people to be more productive and close more deals? Try Pipeliner CRM and it's Feed a build-in messaging system. Here is the way you can use "Feed" collaboration tool in order to increase your sales:

Screencast: Play in a new window.

What is Pipeliner CRM Feed?

Pipeliner gathers all internal and external messages within one spot or hub i.e. in a Feed. Within Pipeliner you can find two types of Feeds:

  • General Feed - is located under "Activities" within the Pipeliner main navigation menu. Here you can find ALL messages in a one place (except social media updates that are related to the contacts and accounts)
  • Entity Feed - is located within each entity in Pipeliner (Lead, Opportunity, Account and Contact). Here you can find messages related to the specific entity in Pipeliner. Moreover, if you connect your social media channels (such as Twitter), you can track and react to all contact or account related social media updates as well.

Pipeliner Feed is really great CRM tool to note and share everything with your sales team.

How to write a message?

You can post a message and share it with your sales team within the “Activities”.

  1. Click on “Feeds” within the main Pipeliner Menu.
  2. Compose a new message.
  3. Click on "Shares" and define with whom you would like to share this message.
  4. Click on “Post “ button to post a message.

Pipeliner CRM Write a Feed Message Tip: Ask your team pipeline administrator to set a default sales unit to your Pipeliner user account. The default sales unit is automatically pre-select for sharing! Example: See the screenshot above. US & Canada is pre-selected when composing a new messsage.

How to write a comment on a message?

You can comment a message that you have already posted or are shared with you within the “Activities”.

  1. Click on “Feeds” within the main Pipeliner Menu.
  2. Search for the particular message you want to post a comment.
  3. Click on “Comments”
  4. Write a comment and hit enter.

Pipeliner CRM Write a Comment to Feed Message
Tip: You can add more team members to this message by clicking "Shares" option. Moreover, you can attach a file to this message as well.

 

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