How to Update to the Latest Version of Pipeliner CRM

How Do I Update Pipeliner CRM Desktop?

It should be noted that Pipeliner users do not need to browse to our website to download the new version. You can update Pipeliner CRM Desktop through any of these ways:

  • Sync Pipeliner CRM
  • Start Pipeliner CRM
  • Sign in to Pipeliner CRM

The information about the new version is available for you immediately after you or your admin updates Pipeliner CRM Admin Portal. Before we show you how to update to the latest version of Pipeliner CRM on desktop, you need to understand how Pipeliner CRM update checker works.

About Pipeliner CRM Update Checker

Update checker checks for a new available update once every 24 hours. If the update checker checks for the update on February 6 at 9 A.M., the next check will be performed in 24 hours, on February 7 at 9 A.M. For a better understanding of this process, here is an update scenario:

  • February 6, 9:00 A.M. Run Pipeliner.
  • Pipeliner CRM update checker checks for the update.
  • Update was NOT available. Update checker makes a timestamp on your system and schedules the next check for the next day at the same time.
  • February 6, 3:00 P.M. Update is available.
  • IMPORTANT: At this point, you will not be able to update to the latest version because Pipeliner CRM update checker locks your Pipeliner CRM version. The next update check is due in 18 hours.
  • February 7, 9:00 A.M. Run Pipeliner.
  • Pipeliner CRM update checker informs you about the new update.
  • Hit the “Download and Install” button in order to continue.
  • Pipeliner is updated to its latest version.

Understanding this information, you have three options to update Pipeliner CRM to the latest version on desktop:

A. Sync Pipeliner CRM

  1. This option is available only when updating to a major Pipeliner CRM version.

    1. Hit the Sync Pipeliner CRM button.

  2. Click on the "Synchronize Now".
  3. You will be informed about the need of updating. Click "Download and Install" button. If you do not get this warning skip ahead to the option "C. Perform initial synchronization".

  4. Wait until Pipeliner CRM installs the latest version of Pipeliner CRM on your desktop.

After you hit the “Download and Install” button, Pipeliner will install the latest version on your machine.

B. Start Pipeliner CRM

You can be updated to the latest version also when you first run Pipeliner CRM in the day.

  1. Run Pipeliner CRM
  2. Pipeliner CRM automatically updates you to the latest version. If you do not get auto update skip ahead to the option "C. Perform initial synchronization"
  3. Wait until Pipeliner CRM installs the latest version of Pipeliner CRM on your desktop.

C. Perform initial synchronization

In a case, you have not been notified about the new release, you can performing the initial sync.

  1. Sync Pipeliner CRM 
  2. Sign out from Pipeliner CRM 
  3. Sign in back to Pipeliner CRM 
  4. You will be informed about the new Pipeliner CRM version. Hit the "Download and install" button.
  5. Wait until Pipeliner CRM installs the latest version of Pipeliner CRM on your desktop.

Updates FAQs

 

  • Do I need to purchase a Pipeliner CRM update?

 

No, all updates of Pipeliner CRM are free of charge for all our customers.

 

  • What are the Pipeliner CRM System Requirements?

 

For system requirements for Windows or for Mac, please follow this link.

 

  • Do I need to update Pipeliner CRM MS Office Add-Ins as well?

 

If you have been using Pipeliner Outlook Add-Ins, Pipeliner CRM updates them automatically during the installation of the Pipeliner CRM desktop.

 

  • Is there a new version of Pipeliner CRM for Mobile?

If the release is major, they yes. Please feel free to install new version of Pipeliner Mobile CRM App from here. If you encounter any issues during the updating Pipeliner CRM to its latest version, please do not hesitate to contact us.

 

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