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Getting Started

  • Will images embedded within email signatures such as company logos get imported as attachments within Pipeline?
  • Is it possible to set a European date format (date/month/year) instead of the default US format (month/date/year)?
  • Why am I not getting my email notifications?
  • I'm not an admin but I'd like to add a new user to the account.
  • Can I add, edit or delete a tab name?
  • How do I get my columns to stay?
  • Why am I unable to delete a company in my account?
  • How do I change my password?
  • How do I change my email address?
  • How do I get text message notifications for events?
  • What do the 'Sales Pipeline' and 'Filtered Total' mean?
  • How come when I select an email in Pipeline, an email client pops-up?
  • How do I customize and add images to my signature?
  • How do I set a commission rate?

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