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Learn How to Use Mobile Dashboard Menu | Pipeliner CRM

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Learn How to Use Mobile Dashboard Menu | Pipeliner CRM

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In this particular video of Pipeliner CRM, we are discussing on the dashboard pipeline overview. When you get to the dashboard menu, simply swipe up until you get to the card called the pipeline overview.

At this point, you get a high-level overview of how many deals are in your pipeline versus how many are won or how many are already lost. But, if you click on the middle of this card, you can see some more details like how many opportunities are there in stage 1 or stage 2 or any of the stages of the sales process along with the value of all of the deals.

Through this video, you will get a high-level overview of when you are losing deals like in what stage. By swiping up a little, you can even see some of the more details. In addition to show you the live pipeline, if you look at the top of the screen in the upper right side, you can also look at those deals that are already put into the archive.

The archive represents deals that have been set aside or the deals that have been lost or the deals that have already been won but you decided to archive them. Watch the entire video to get an exact idea!

About Pipeliner CRM:

Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals.

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Till then, watch the other helpful videos on the channel and a few of the videos are linked below:

01. How to Activate and Use Pipeliner CRM Templates in Google Sheets

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02. What’s New | Customer Product Forms & Fields
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03. Pipeliner CRM Templates: Activating Google Docs
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