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24. October 2014 at 2:34 PM

Adding Deals and People to Your “Favorites” List

Managing your data efficiently is easier than ever with Pipeliner CRM’s latest version! Here’s a quick tutorial how to use the Favorites list: About Favorites A favorite is a shortcut of a record in your database that enables you to quickly access it in future. We designate the favorites to be any sales lead, opportunity, [...]

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23. October 2014 at 3:44 PM

Is Trust Your Competitive Advantage?

I woke up this morning, just in from three weeks on the road, anxious to get back into my normal morning routine; which for me is pot of coffee, television news blaring in the background, and sorting through the pile of work on my desk This morning however, my normal routine was interrupted, my husband [...]

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