How can I assign a Pipeliner user to a sales unit?

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

Sales Unit Membership

  • Member
  • Manager

Assign a member role

  1. Click on the “User” and select “Administration” from the 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 a manager.
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