Common list: Sales roles in Pipeliner CRM

Sales roles are part of Pipeliner CRM Buying Center and in order to use it as it's best, we recommend you to customize it according to your business.

Takeaways

  • How to create a new sales role
  • How to edit an existing sales role
  • How to delete an existing sales role

Create a new sales role

You can create new contact sales role within the "Administration.

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Common lists".
  3. Click on "Sales role".
  4. Click on the "Create" icon.

Edit existing sales role

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Common lists".
  3. Click on "Sales role".
  4. Click on the "Edit" icon within the action column for the corresponding sales role.
  5. Confirm the edit process by clicking on the "OK" button.

Delete a Sales role

You can delete the contact sales role within the "Administration.

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

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