Creating a New Lead in Pipeliner CRM Mobile Application!

Welcome to Pipeliner CRM Mobile Application Training!

This video includes a training session on how you properly input new leads into Pipeliner. It is a very important part of your milestone number five tasks. Primarily, we are looking for you to schedule appointments with new opportunities and once you scheduled those appointments, you need to make sure those new leads and entered into pipeliner and that’s what this training is focused on.

Just know that each of you currently has access to two different versions of pipeliner. One is what we call your demo space and one is the live pipeliner sales space.
Talking about the difference between the two, the software is exactly the same with all the features and functionality but the only difference is the data.

When you open the pipeliner, you will be starting from the navigator screen. By clicking on the profile, you will see your picture and under that, you can see that either you are currently using the demo space or the live one. In the demo space, you can easily do practice and give demonstrations to the people. Just by clicking anywhere on this tile, you can make changes to your working space too.

Thanks for joining us! Watch the entire video to get an exact idea of the whole process.

About Pipeliner CRM:

Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals.

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Till then, watch the other helpful videos on the channel and a few of the videos are linked below:
01. Pipeliner CRM Customer Testimonial: Preston Herrin
Link:

02. Essential Guidelines For Sales Activity Admin In Pipeliner CRM!
Link:

03. Enter And Exit Admin Module Of Pipeliner CRM Mobile Application!
Link:

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