Pipeline CRM

    Change Your Date and Time Format

    Set the date format, time zone, and time format you see in Pipeline CRM. These are personal settings, so changing them only affects your account.

    Change your own format

    1. Click your profile icon in the top-right corner.
    2. Select My Profile.
    3. Open the General tab.
    4. In the menu on the left, click Regional & Format.
    5. Choose your Time zone.
    6. Choose your Date format, for example dd/mm/yyyy or mm/dd/yyyy.
    7. Choose your Time format, for example 7:30 pm.
    8. Click Save changes.

    The same page also holds your Language, My main currency (the currency your deal totals and reports display in), and the CSV column separator and CSV decimal mark used in exports. See Manage Your Profile Settings.

    Set account defaults

    Before you start: You need Account Admin permissions. Users can still change their own format under My Profile.

    1. Click Settings in the lower-left corner.
    2. Open the Onboarding tab.
    3. Go to Regional Defaults.
    4. Set the default Date Format, Time Zone, and Time Format.
    5. Click Save.

    Need help? Contact support at customercare@pipelinecrm.com.