Table of Contents | General | Getting Started| Import-Exporting | Home Page | Deals | Documents | Contacts | Calendar | Sales Pipeline Reports

FREQUENTLY ASKED QUESTIONS (FAQs)

GENERAL - Pricing, Security, Implementation & Customer Support

• Is there any special software needed to run PipelineDeals?
• How long does it take to get PipelineDeals live for my business?
• Can we install PipelineDeals on my own server?
• How much does the service cost? Are there any additional fees?
• Is my data safe? Where is my data hosted?
• Can I share my sales pipeline data across my company? Or setup teams to each manage their own sales pipeline?

See All General Questions…

GETTING STARTED

• What is the admin tool?
• Can I customize PipelineDeals for my business?
• Are there training videos or tools to help me?
• How do I get started quickly?

See All Getting Started Questions…

IMPORTING-EXPORTING

• Can I import my contacts from another CRM tool?
• How do I import my contacts into PipelineDeals?
• Can I import leads and automatically assign them to my team?
• Can I import deals into PipelineDeals?
• How can I export my sales pipeline data from the system?

See All Importing-Exporting Questions…

HOME PAGE

• Can I customize the home page?
• What is the sales dashboard?
• Can I forward/bcc/cc email copies to my contacts’ or deals’ pages in PipelineDeals?
• What is the PipelineDeals inbox?
• What are latest activities?
• How does the assigned leads module work?

See All Home Page Questions… 

DEALS

• What is a deal?
• What do the deal statuses - red, green and yellow mean?
• How do I track multiple business opportunities for one account or deal?
• Can I forward an email to PipelineDeals to track communications for a deal or a contact?
• Can I setup a to-do template so I don’t have to repeat entering to-dos and events for every deal?

See All Deals Questions… 

DOCUMENTS

• What is a document?
• Are there any storage limitations for the documents that I store in PipelineDeals.com? How do I import my contacts into PipelineDeals?
• Can I create document templates for my team?
• Can I email documents?

See All Documents Questions…

CONTACTS

• What are contacts?
• What is the difference between a contact and a lead?
• How do I import my contacts into PipelineDeals?
• What are tags?
• Can I email contacts individually or in bulk from the system?

See All Contacts Questions…

CALENDAR

• Can I share my calendar?
• How do I add an event to the calendar?
• Does the calendar sync with Microsoft Outlook?
• Does the calendar support ical?
• Can I set alarms and reminders to send SMS messages to my cellphone?

See All Calendar Questions… 

SALES PIPELINE REPORTS

• What reports are available in PipelineDeals?
• Can I filter and sort my sales pipeline reports?
• Can I do milestone reporting for my team?
• Can I report on sales commissions?
• Can I export report data to Excel?

See All Sales Pipeline Report Questions…