PipelineDeals
Sales 866.702.7303
or
Contact Support
Log In
or
Sign Up
Support Zone
Support Zone
Deals
Results
Videos
Deals
Contacts
Leads
Reports
Documents
Support
Topics
Admin
Home
Deals
Contacts
Leads
Documents
Reports
Deal Basics
What is a deal?
How do deals fit into my sales process?
What are deal stages?
What is a deal summary?
How do stages and probabilities work?
What do the deal statuses - red, green and yellow mean?
What is an expected close date?
How do I modify an actual close date?
How do I track multiple business opportunities for one account or deal?
How do I create deals?
How do I re-assign deals?
How do I re-assign deals from the Sales Pipeline Report?
How do I re-name a deal?
How do I delete a deal?
What happened to my delete button and archive link?
Deal Sharing
What is deal sharing?
Can I assign to-dos and events to another team member if the deal is shared?
How do I share a deal?
Can I share a deal with someone who does not have a PipelineDeals account?
Do shared deals show up in the Pipeline Reports?
Can I unshare a deal?
Searching & Browsing
How do I find my deals?
How do I filter my deals?
How do I quickly find my own deals versus those of my team?
How do I find who owns a deal?
Can I see a list of all my deals in the system?
How do I find all of my won or lost deals?
Deal Archiving
What is deal archiving?
Do archived deals show in reports?
What happens to future to-dos and events on an archived deal?
How do I un-archive a deal?
Where can I see a list of all my archived deals?
Can any user archive a deal?
Notes
How do I use notes?
What are notes categories and how do I use them?
What can I track with notes categories?
How do I setup notes categories?
Is there a report which shows all notes for all of my deals?
How do I associate a note to a contact on the deal?
Can I forward an email to PipelineDeals to track communications for a deal or a contact?
Conversations
What are deal conversations?
How are conversations different than notes?
Will I be notified when someone posts to a conversation?
Can I delete a message posted to the conversations wall?
Is there a way to edit a message posted to the conversations wall?
People
How do I use the People section on the Deals page?
Can I add a new person not in my contacts or leads database to a deal?
How do I associate an existing contact to a deal?
How do I remove a contact from a deal?
Can I email a contact directly from the deals page?
Will leads or contacts be added automatically after I convert a lead or contact to a deal?
To-dos & Events
What are to-dos and events?
How do I create to-dos and events?
Can I assign to-dos and events to other team members?
How do to-do items and events work with the my calendar and weekly agenda?
What happens to past due or late items?
How do I move a late item to my weekly agenda?
Can I setup a to-do template so I donŐt have to repeat entering to-dos and events for every deal?
Can I define multiple to-do templates?
How do I see all of my to-dos and events?
Can I integrate my PipelineDeals calendar with Google Calendar?
Can I integrate my PipelineDeals calendar with Microsoft Outlook?
Deal Importing
Can I import deals from another CRM system into PipelineDeals?
Custom Fields
What are custom fields?
How can I report on data associated with custom fields?