How can I assign Pipeliner user to a sales unit?

You can assign Pipeliner user to sales unit within the "Administration".

Sales Unit Membership

  • Member
  • Manager

Assign a member role

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Units, Users & Roles".
  3. Click on the "Sales unit" icon and then select the "Add" and "Add New User" option
  4. Then enter the e-mail address of a member or manager.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request