How can I link a single opportunity to multiple accounts?

Pipeliner allows you to link multiple Accounts to single Opportunity. Primary Account is the main Account for the Opportunity, that will be used for reporting purposes.

How to Link Opportunity to Multiple Accounts

  1. Open Opportunity detail view by clicking on it twice.
  2. Scroll down for the Account field.
  3. Click on the Add Account button.
  4. Start typing the Account name to search for it. You can create new Account by clicking on Create New Record instead. 
  5. Save the Opportunity to apply changes.

How to Select Primary Account

  1. Scroll down for the Account field.
  2. Click on the Gear wheel button next to the Account you want to set as primary.
  3. Select Set as Primary from the menu.
  4. Save the changes.
  5. You can select if you want to see the list of Accounts or only Primary Account by toggling the button Show Only Primary / Show All Accounts. 
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