How to update to the latest version of Pipeliner CRM Software?

It’s easy to update Pipeliner CRM. Once you do, you’ll have access to the latest features Pipeliner CRM team has worked hard to deliver. The update process of Pipeliner CRM major release consists of two steps:

  1. Update of the Pipeliner CRM Admin Portal
  2. Update of the Pipeliner CRM for Desktop

Please follow these steps to successfully update to the latest version of Pipeliner CRM.

#1: How Do I Update Pipeliner CRM Admin Portal?

If you are standard Pipeliner CRM user, skip ahead to the step #2: "How do I update Pipeliner CRM Desktop".

Pipeliner CRM Admin Portal update is needed when:

  • We introduce new features that require database structure changes.
  • We improve the old features that require database structure changes.
  • We improve the database structure for speeding up the data communication.

Please note that only Pipeliner CRM user with standard user & admin access rights can update Pipeliner CRM Admin Portal. In order to upgrade the Pipeliner back-end, please follow the instructions below:

Read all the release notes before updating Pipeliner CRM Admin Portal.
  1. Open your favorite web-browser and go to “Pipeliner Admin Portal”: https://workspace.pipelinersales.com and sign in to “Pipeliner Admin Portal” using your Pipeliner CRM account credentials
  2. Click the “Select” button (check-mark icon) next to the "Space".
  3. Click the “Request Upgrade” button and we will upgrade the Pipeliner database for you. 
  4. Please make sure all your and your team's data has been synced prior to the update request.

 

#2: How Do I Update Pipeliner CRM Desktop?

It’s worth to note that none of Pipeliner users need to browse to our website to download the new version. They are various ways to update Pipeliner CRM Desktop. Here are the options sorted according to our recommendation:

  • 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(see previous step). 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 the new available update once in 24 hours. It means that if the update checker checks for the update on February 6 at 9 A.M., the next check will be performed after 24 hours i.e. on February 7 at 9 A.M. For a better understanding of this process, here is the update scenario: 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 time-stamp to 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. Pipeliner 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.

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

A. Sync Pipeliner CRM

This option is available only when updating to the 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 quicker this process by 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?
    The read system requirements for Windows or for Mac, please follow this link to find out more. 
  • Do I need to update Pipeliner CRM MS Office (e.g. Outlook) Add-In as well?
    If you have been using Pipeliner Outlook Add-In, Pipeliner CRM updates it automatically, during the installation of the Pipeliner CRM desktop. 
  • Is there a new version of Pipeliner CRM for Mobile?
    It depends on the type of the release. If the release is major, they yes. Please feel free to install new version of Pipeliner Mobile CRM App 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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