9 easy steps to start using Pipeline CRM

Sales CRM software should be easy-to-use. Simple concept right? It isn’t the case because there are so many overengineered and overpriced CRM solutions in the market.

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.


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Pipeline CRM Home Page

Step 2

Let’s navigate to the rest of the tool tabs. The next tabs are built around the core concepts of Pipeline CRM.

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People tab filters your People contacts.

Companies. Deals. People.

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

Step 3

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

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.

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Calendar Tab in Pipeline CRM

Step 5

Email tab in Pipeline CRM.
The last in the tab row is Reports where you’ll find dashboards of sales insights.

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Email tab in Pipeline CRM

Step 6

Report tab in Pipeline CRM.

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

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Report tab in Pipeline CRM.

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.

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List Views

Step 8

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

Step 9

Next tip. That handy plus sign in the corner? It enables you to add contact data.
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Finally, schedule a personalized tour. It‘s the best way to learn much more. We’re happy to help.
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