How can I configure Pipeliner Assistant?

Pipeliner Assistant helps you to automate your daily sales activities. It helps you to save time and makes your work more efficient!

Meet Pipeliner Assistant Now:

Pipeliner Assistant is great feature in helping you to perform repetitive tasks automatically as well as auto-fill fields e.g. when qualifying the lead into an opportunity or store email copies you sent to your business contacts.

Where can I find Pipeliner Assistant?

In order to access Pipeliner Assistant please follow these steps:

  1. Click on the „Username“ in the upper right corner.
  2. Select Account settings from the menu.
  3. Open Preferences.
  4. Select which of the Pipeliner Assistant features you want to use.
  5. Save the settings. Please see explanation below for the Pipeliner Assistant features. 

What tasks can Pipeliner Assistant automate?

  1. Auto-create account when qualifying lead to opportunity - Pipeliner searches for the data similar to the lead data. If no match is found, new account is created with data from the lead.
  2. Auto-create contact when qualifying lead to opportunity - Pipeliner searches for the data similar to the lead data and account data. If no match is found, new contact is created with data from the lead.
  3. Auto-link accounts and contacts within opportunity/lead form - When creating opportunity or lead, you can enter account or contact. After you enter either Account or Contact, Pipeliner automatically looks-up for the other and fill it in, if match is found.
  4. Auto-populate data when creating a new account or contact - Pipeliner fills in fields when creating new contact from account or vice versa.
  5. Auto-highlight field value when focus - If selected, field value is selected in order to make copying or deleting the data easier. Otherwise you have to select the content manually.
  6. Bcc Pipeliner email address when sending emails - Adds you Pipeliner Email Address as a Bcc. This allows you to track emails you send from withint Pipeliner without using IMAP integration.
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