Quick Overview

• Edit your basic info—first name, last name, email address, and profile picture.
• Stay secure with password updates and multi-factor authentication.
• Tailor your experience by adjusting date, time, and currency preferences.
• Streamline communication by adding multiple email addresses.
• Never miss a beat with customizable notifications and reminders.
• Boost productivity with keyboard shortcuts and integration options.

General

• Name: Change your first or last name
• Picture: Upload a fresh photo.
• Phone numbers: Set your mobile and/or mobile number to receive text notifications.
• Date & Time: Customize how dates and times appear in your account to match your location and preferences:
  • Time Zone: Select your local time zone.
  • Date Format: Choose MM/DD/YY or DD/MM/YY.
  • Time Format: Pick 12-hour or 24-hour display.
• Currency (Grow plan only): Set your main currency for totals to display in the selected one.
• Commission rate: Set your commission rate for won deals.
• CSV Settings: You can also set the format for CSV imports and exports.

Email

• Primary Email Address: This is your main login for Pipeline and the address you can sync for email (optional, but handy if you like things streamlined).
• Email Links: Choose how you want Pipeline to open and send emails—customize it to fit your workflow.
• Synced Email: Easily connect or disconnect your email sync as needed.
• Signature: Set up an email signature that auto-populates every time you send emails from Pipeline—no copy-paste required.
• Office Email Address: Add your office address here to stay compliant with Can-SPAM laws. This one’s a must if you’re sending out bulk or campaign emails.
• Other Email Addresses: Want to track emails from another address? Add it here so you can forward or BCC those messages and keep all your activities in one place.
  Here is more information on Email BCC Tracking.

Security

1. Change Password:
   • Enter your current password, then your new password.
   • Requirements: Minimum 6 characters, including at least one letter, one number, and one special character.
   • Forgot your password? Request a reset and log out before starting.
2. Multi-Factor Authentication:
   • Add an extra layer of security.
   • Use a two-factor authentication app (e.g., Authy) to scan the QR code and generate one-time passcodes for login.

Notifications:

• Event Reminders: Get an email alert 15 minutes before an event, so you’re never caught off guard.
• Task Assigned to Me: Receive an email when a new task lands on your plate.
• Mentioned on Activity Feed: Stay in the loop with an email whenever a colleague @mentions you.
• Deals: Get notified when a deal is won or assigned—because good news deserves a ping.
• Exports: Admins will get an email when a large export wraps up successfully.
• Trackable Email: Know when your email has been opened or its content viewed—no more guessing games.
• Connect: Be notified when you receive an email, and choose whether alerts come from Pipeline contacts, non-Pipeline contacts, or both.

Note: Notifications for person or company assignments cannot be disabled.

Shortcuts

• Quickly add deals, navigate tabs, or create leads.
• Visit the Keyboard Shortcuts page for the full list and setup.

Calendar Settings

• Week Start: Choose which day kicks off your week—Monday, Sunday, or whichever keeps you on track.
• Title Truncation: Control how long event titles appear, so your calendar stays clean and easy to scan.

Integrations

Leaderboard