Introducing G2.ai, the future of software buying.Try now
Bamidele O.
BO
Beebee Jump 3C Hub Sales Admin Manager

Can a Pipeliner Account owner search for contact of a target audience from another account user owner of a Pipeliner?

Can a Pipeliner Account owner search for contact of a target audience from another account user owner of a Pipeliner?
4 comments
Looks like you’re not logged in.
Users need to be logged in to answer questions
Log In
Joseph p.
JP
Consultant Transformation Digitale | Stratégie IT | Formation
0
Hello Mr. Bamidele O. Regarding your question, there are several ways to approach it. Because with the functionality of pipeliner CRM " Associating and Consolidating Multiple Accounts ", if two separate entities exist separately without link in your database, it is possible to associate them under a single account. After this association you can display all the relationships (contacts) of the two entities. However, note also that a contact can be associated with several owner accounts
Looks like you’re not logged in.
Users need to be logged in to write comments
Log In
Reply
Gaynor E.
GE
SalesPreneur at Pipeliner CRM
0
Yes, this can be done. If both administrators of two different pipeiner accounts are in agreement with regards to the exchange of contacts then it can be done.
Looks like you’re not logged in.
Users need to be logged in to write comments
Log In
Reply
Thierry K.
TK
Property Professional
0
In most cases the account owner ( sales manager/ boss) is also the company administrator and have the authority to appoint another administrator. The administrator have access to other CRM users in the company and retrieve any information needed.
Looks like you’re not logged in.
Users need to be logged in to write comments
Log In
Reply
Raphael M.
RM
CRM Expert and Pipeliner CRM Salespreneur
0
Yes you can, if you are the administrator of the system. The administrator in your organization (probably your boss and/or IT department) decides what you can do with Pipeliner CRM. #Ease of customization
Looks like you’re not logged in.
Users need to be logged in to write comments
Log In
Reply