Welcome to Pipeline CRM!

Watch this video to learn 10 easy steps to get started in Pipeline CRM. Have more questions? Schedule a free demo today!

www.pipelinecrm.com

Welcome! Time to get familiarized with Pipeline CRM in 10 easy steps.

Number one, log in to the Home Page. Across the top, your sales pipeline will be separated out by the deal stages you choose.

Number two, let’s navigate to the rest of the tool tabs. The next tabs are built around the core concepts of PipelineDeals -

(number 3)
Companies, Deals, People

Always dynamically updated, these tabs are what you’ll use to track your contacts and leads daily.

(Number 4) Next is the Agenda tab where to-do items are filtered and prioritized to keep a deal moving.

(number 5) The Calendar tab syncs with Google or Outlook and displays the same aforementioned Agenda to-dos.

(number 6) This tab is for email where you can sync with your Google or Outlook.

(number 7) The last in the tab row is Reports where you’ll find dashboards of sales insights.

Now that you know what each tab does, here are other top tips.

(number 8) Get to know our powerful list views - which may look like Excel - but you can customize, drag, drop and filter your custom fields.

You can even give a star to favorite lists that you need fast access to.

(number 9) Tip number nine: That handy plus sign in the corner? It enables you to add contact data.

(number 10) Finally, schedule a personalized tour. It‘s the best way to learn much more. We’re happy to help.