How Do I Request Pipeliner CRM Upgrade?
Please note that only Pipeliner CRM user with standard user & admin access rights can access Pipeliner CRM Admin Portal and request the upgrade.
- Open your favorite web-browser and go to “Pipeliner Admin Portal”: https://workspace.pipelinersales.com and sign in to “Pipeliner Admin Portal” using your Pipeliner CRM account credentials
- Click the “Select” button (check-mark icon) next to the "Space".
- 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): https://www.pipelinersales.com/crm/whats-new/