Support  |  Getting Started

To ensure your success, we have developed a library of video tutorials. We encourage you to use this section to answer some of your more routine questions. If you need further assistance, please do not hesitate to give support a call.

 

 Quick Start - Top Ten Items


 1.  Home Page Overview
 2.  Adding & Deleting Contacts
 3.  Search Functionality
 4.  Scheduling Events
 5.  Calendar & Log Overview
 6.  Sending Emails and Faxes
 7.  Email Overview
 8.  Email & Fax Editor
 9.  List View Overview
 10.  Reports Overview

 

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 Support                                                  0

At Pipelinecrm we understand that timely, correct answers to technical questions, setup questions, even simple questions are paramount to achieving maximum success with any business application. To ensure your success, we have developed a library of video tutorials. We encourage you to use this section to answer some of your more routine questions. Still confused?  Call 877.251.4525 to speak with a Pipeline CRM support agent.