How to Add New User in the Pipeliner CRM Mobile Application!
Welcome to Pipeliner CRM Mobile Application Training! Here in this particular video, we are discussing how to add a new user to the Pipeliner CRM Mobile Application. In the admin module, check to make sure you have an available license. If you don’t contact your account manager so you can purchase another license. On the left-hand side, click on unit users and roles. Here in the Users tab, click on the invite button. Type in the person’s email address and decide what type of role they should have based on their function and then decide which sales unit they need to belong to. Find out – are they a member of that unit or are they a manager and then click on the invite button. They will receive an email with the link. This is how you will add a new user to the Pipeliner CRM Mobile Application. 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. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Various Pipeline Views Available In The Pipeliner CRM Mobile Application! Link: https://youtu.be/aM_XSEF7nUI 02. Using the Sales Stage Velocity in Pipeliner CRM Mobile Application! Link: https://youtu.be/TC1VQqlpF7M 03. Create a New Contact in the Pipeliner CRM Mobile App! Link: https://youtu.be/onTpVoVc_TA You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #mobileapplication #sales #newuser