How-to videos

Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

How-to videos

Admin Tutorials | Account Settings

To access Account Settings, you must be have Admin permissions in Pipeline CRM. Go to Settings, located in the lower left corner of the app.

General
Email
- Email Settings
Data Entry
- Custom Fields
- Add/Edit Forms
- Details Section
- Quick Add Form
- Conditional Fields
- Conditional Dropdowns
Activities
- Categories
- Types
- Priorities
- To Do Templates
- Postpone & Duration
Deals
People
- Person Statuses
- Lead Sources
API
- API Integrations and API Keys
Other
- Tags
- Files
- App Store
- Data Exports
- Automations
- Recent Updates
- Web to Leads

Did this answer your question?

😞 😐 😃