How to request a Pipeliner CRM upgrade
Please note that only a Pipeliner CRM user with standard user and admin access rights can access the Pipeliner CRM Admin Portal and request an upgrade.
Read all the release notes before upgrading Pipeliner. .
1. Open your web browser and go to the Pipeliner Admin Portal: https://workspace.pipelinersales.com and sign in using your Pipeliner CRM account credentials
2. Click the “Select” button (check-mark icon) next to "Space".
3. Click the “Request Upgrade” button and we will upgrade the Pipeliner database for you.
Once the request has been made we will add you to our scheduled program, which will first require an environment upgrade and then the application of Universals Version 13.
We will let you know the date on which these changes will be implemented for you by our team.
We are adopting a specific planned schedule to ensure that all customers are upgraded both in a timely manner and with as little disruption as possible.
In the meantime, these are the new features that you can look forward to (please note that some will depend which tier of Pipeliner you have chosen):
Click here to see what's new.