Getting your Pipeline CRM account up and running is the first step toward empowering your team and making your workflows smoother. This guide breaks down the essentials, so you can customize your account to fit your business—without feeling overwhelmed.
Why Set Up Matters
A well-configured account sets everyone up for success. Administrators have access to powerful customization options, most of which live in the Account Settings. The right setup means your users can hit the ground running.
Quick Start: Choose Your Industry
Pipeline CRM is flexible—no matter your field. To help you get the most relevant setup tips, start by selecting your industry:Each industry comes with tailored examples, so you can see different ways to use Pipeline’s settings and make them work for you.
If you have any questions or run into any trouble, reach out to our support team at [email protected].
Start-Up Guide
Maria Herrell
Updated 1 week ago
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