At PipelineDeals we’re always
creating new additions and updates to our tool that will improve the overall
ease of use for our customers. Most importantly we take the time to make the
functionality within our tool that our customers use the most, as easy to use
as possible. Our latest improvement tackled the Admin page. The Admin page serves
as the “mother board” to customize account settings such as, Colors &
Branding, Deal Stages, Note Categories, Sources, Deal Custom Fields, Lead
Statuses, To-do Templates and much more.
This page also allows for access to
Billing & Invoices as well as detailed information about PipelineDeals
API. With the new design in place,
the Admin page now provides simple access to key functionalities available in
your account – allowing you to make any necessary changes quickly and easily.
Videos & FAQs
For additional help, watch the
updated videos on each of the pages in the Admin set up process. Each video
focuses on a specific set up process and takes you through a step-by-step
tutorial for how to customize and make adjustments to your account. For
additional information we’ve created a list of specific FAQs relating to each
of the Admin set up topics.
If you have any questions about any
of these new features, please join us for our weekly webinar on Tuesday’s at 2
p.m., by going to the Admin tab and clicking the Sign Up Now button.