Getting Started with Pipeliner CRM for New Users

Welcome aboard! We are thrilled that you have chosen Pipeliner CRM as your CRM Assistant.

Below you will find on-boarding videos that are designed to assist you in implementing and getting Pipeliner up and running in your company in hours, instead of days or weeks.

Getting to know Pipeliner CRM Record Types

Before we get started, you need to understand the basic terminology of Pipeliner CRM. Here is a short video explaining Pipeliner CRM Records:

Screencast: Play in a new window.

Pipeliner CRM Onboarding Videos for New Users

Here are videos and additional data to help you get up and running with Pipeliner. Follow the steps below to get the most out of Pipeliner CRM.

  1. Installing Pipeliner CRM and Importing your Data
  2. Pipeliner CRM Setup (only for admins)
  3. Understanding Contacts and Accounts
  4. Understanding Leads and Opportunities
  5. Managing Activities
  6. Reporting

Or, you can access the entire Pipeliner CRM Onboarding for New Users video.

Next Steps

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