Setup for Success | PipelineDeals PipelineDeals Features Pricing Support Resources Request a demo Customer stories Grow University Blog Contact us CRM Implementation Services CRM new feature releases GDPR Compliance +1 (866) 702-7303 Try it free Log in Grow University Admin Setup for Success Action Items After You've Watched The Video Customize your deal stages Customize Activity Categories Customize Tags & Statuses Create Custom Fields (for companies, people and deals) Customize Field Ordering Invite New Users Import your Companies, People and Deals CSV spreadsheets Be sure to add in your custom fields as new columns before you import My Profile setup: Overview: Set your primary email. This will be what you use to log into your PipelineDeals account, receive notifications, and if you're on Accelerator, this will also be the email you send from. Email Addresses: Add any other email addresses you use with customers Date/Time: Set your time zone Resources to Help You Setup For Success Download the Setup For Success Guide Help Article - Customize Your Account Settings Help Article - Customize Field Ordering Help Article - How to Invite New Users Help Article - How to Import Your Companies, People and Deals Congratulations. You're off to a great start in being more productive with your PipelineDeals account. Call us at +1 (866) 702-7303 if you have any questions. View all classes at Grow University Built by sales people, for sales people. Try PipelineDeals FREE for 14 days Try it for free No credit card required. Questions? Call +1 (866) 702-7303. Features Contact management Automations Lead management Email intelligence Mobile CRM Sales acceleration Sales pipeline management Resources Customer stories Developers Grow University Partners Request a demo Start Services Company Careers Contact us Meet the team Press Privacy Security From the blog @pipelinedeals tweets Sign up to get our newsletter and tips from top sales leaders: © 2018 PipelineDeals. All rights reserved.