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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.
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