Your sales team wants an easy-to-use CRM!
We’re glad you found Pipeline CRM. We’ve designed a CRM that is all about being easy-to-use so you can spend more time selling and closing deals faster. We believe that sales teams need to be productive and Pipeline CRM is proven to have what’s needed to make sure they make the most of their workday.
The Easy-to-Use CRM
This two-minute Welcome to Pipeline CRM! video is for first-time users who want to get familiarized with what they see when they start to log into Pipeline CRM.
We invite you to watch the video and then experience the ease of use of Pipeline CRM for yourself.
If you prefer to “read” the video, here is the transcription:
Welcome! Time to get familiarized with Pipeline CRM in 9 easy steps.
Step 1
Log into the Home Page. Across the top, your sales pipeline will be separated out by the deal stages you choose.
Step 2
Let’s navigate to the rest of the tool tabs. The next tabs are built around the core concepts of Pipeline CRM.
Companies. Deals. People.
Always dynamically updated, these tabs are what you’ll use to track your contacts and leads daily.
Step 3
Step 4
Calendar Tab in Pipeline CRM.
The Calendar tab syncs with Google or Outlook and displays the same aforementioned Agenda to-dos. This tab is for email where you can sync with your Google or Outlook.
Step 5
Email tab in Pipeline CRM.
The last in the tab row is Reports where you’ll find dashboards of sales insights.
Step 6
Report tab in Pipeline CRM.
Now that you know what each tab does, here are other top tips.
Step 7
List Views are powerful and easy to use.
Get to know our powerful List Views – which may look like Excel – but you can customize, drag, drop and filter your custom fields.
Step 8
Step 9
