Pipeliner CRM

1. Pipeliner CRM Principia Guide
Getting Started with Pipeliner
© 2015 Pipelinersales Inc. www.pipelinersales.com

2. CONTENT
1. Setting up Pipeliner 3
1.1. How do I create Pipeliner account 3
1.2. How do I set up Sales Pipeline 4
2. Understanding Pipeliner 5
2.1. How do I create my first opportunity 5
2.2. How do I invite my co-workers 6
2.3. How do I sync my work 7
Getting Started with Pipeliner
Learn How to Get Started with Pipeliner Sales CRM Application.
Pipeliner CRM Principia Guide
2Getting Started with Pipeliner

3. 1.1. How do I create Pipeliner account
Pipeliner enables you to easily manage your sales activities on your own or within the sales team. The first time you launch the Pipeliner application, you will be prompted
to enter your username and password, or create a new Pipeliner account by subscribing to our 30-day Free Trial.
Getting Started with Pipeliner › 1. Setting up Pipeliner › 1.1. How do I create Pipeliner account
Pipeliner CRM Principia Guide
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1. Setting up Pipeliner
DESCRIPTION
NOTE: The website will automatically detect what
type of computer you are using and provide you with
the correct download option.
WEB LINKS:
To register FREE TRIAL account please visit:
www.pipelinersales.com
If you already have an account, please visit
www.pipelinersales.com/downloads in order to
download Pipeliner.
1 Enter required information. Your E-mail will be used as
Pipeliner login.
2 Click on the START YOUR FREE TRIAL to create your
Pipeliner account and start your 30 days Free Trial.
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4. 1.2. How do I set up Sales Pipeline
With Pipeliner you are able to manage your sales activities in visualized sales pipeline. The sales pipeline is your workspace or sales-space where you can create, edit and track
all your sales opportunities.
Getting Started with Pipeliner › 1. Setting up Pipeliner › 1.2. How do I set up Sales Pipeline
Pipeliner CRM Principia Guide
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DESCRIPTION
You can edit your sales pipeline in “Administration” by clicking
on the PROFILE and select ADMINISTRATION from drop
down menu.
1 Within the main menu click on the SALES SPACE and
SALES PIPELINES.
2 Select the Pipeline you want to modify or add
a new one.
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5. 2.1. How do I create my first opportunity
Pipeliner enables you to create & track your sales opportunities from their early stage to close. Within the Pipeliner’s main menu on the bottom, you can find one large button on
the left. If you roll-over this button, you will be able to create opportunity or lead. Click on the opportunity button and Pipeliner will create a brand new opportunity.
Pipeliner CRM Principia Guide
5Getting Started with Pipeliner › 2. Understanding Pipeliner › 2.1. How do I create my first opportunity
2. Understanding Pipeliner
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DESCRIPTION
TIP: You can also add description, relate
the product, share opportunity with your team or rate
your opportunity.
1 You can give the opportunity any name you like.
2 Enter the expected opportunity value.
3 Assign the closing date.
4 Relate this opportunity to your customer.
5 Once you finished typing your note, you need to click on
the SAVE button and Pipeliner will save and place your
opportunity into the first sales step of your pipeline.

6. 2.2. How do I invite my co-workers
Pipeliner is a great tool for sales teams. You are able to share and collaborate on your sales leads, opportunities, accounts, contacts, tasks, meetings and many more cool
features. It’s almost a sin not to invite other co-workers to join your sales force.
Getting Started with Pipeliner › 2. Understanding Pipeliner › 2.2. How do I invite my co-workers
Pipeliner CRM Principia Guide
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DESCRIPTION
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To invite your co-workers, click on your PROFILE in
the top-right side of Pipeliner application and click on
the ADMINISTRATION.
1 Within the main menu click on the USERS & ROLES
and then USERS & RIGHTS.
2 Click on the INVITE USERS and enter an e-mail to
invite your co-workers to join your sales pipeline.

7. 2.3. How do I sync my work
Pipeliner is extremely helpful for managing your sales activities from your desktop on your Windows PC or Mac. But the true power lies in the ability to synchronize your work
across all your devices between all your sales team members. Pipeliner enables you to create, share and manage your sales activities on your desktop and synchronize this
data with your mobile or tablet and send this data to your co-worker account.
Getting Started with Pipeliner › 2. Understanding Pipeliner › 2.3. How do I sync my work
Pipeliner CRM Principia Guide
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DESCRIPTION
YOU CAN CHOOSE BETWEEN:
1 Automatic synchronization – Pipeliner will automat-
ically synchronize all changes you and other users in
your Sales space made.
2 Manual synchronization – Pipeliner will synchronize
data when you press SYNCHRONIZE NOW! button.
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8. © 2015 Pipelinersales Inc.
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Pipeliner CRM Principia Guide