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.