Common list: Account types in Pipeliner CRM


PLAN AVAILABILITY | × Personal  Personal Plus Starter Business Enterprise


An account type is a customer, be it a individual or company, that you are connected to in regards to leads or opportunities (e.g. new customer, existing customer, etc.).

Takeaways

  • How to create a new account type
  • How to edit an existing account type
  • How to delete an existing account type

How to create a new account type

You can create a new account type within the "Administration".

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Common lists".
  3. Click on "Account Types".
  4. Click on the “Create” button. Configure your account type according to your preferences and click on the "Save" button.

How to edit an existing account type

You can edit an account type within the "Administration".

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Common lists".
  3. Click on "Account Types".
  4. Click on the "Edit" icon within the action column for the corresponding account type.
  5. Configure your account type according to your preferences and click on the "Save" button.

How to delete an existing account type

You can delete an account type within the "Administration".

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Common lists".
  3. Click on "Account Types".
  4. Click on the "Delete" icon within the action column for the corresponding account type.
  5. Confirm the delete process by clicking on the "OK" button.

Note: All Pipeliner users need to synchronize in order to see the changes!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request