Pipeliner CRM

Pipeliner CRM插件简介

Pipeliner CRM插件描述

Pipeliner CRM + Gmail—Seamless Integration

Your Pipeliner CRM  your Gmail wking together! Confidently wk inside Gmail, knowing that your email crespondence will be automatically appended to your CRM contacts.

 Total 2way synchronization. Gmail is now an integrated part of your wkflow in Pipeliner. Emails being ganized  available means me efficient management of customer relationships. Collabation, training  coaching can also be done through Gmail, right in Pipeliner.
 F any Pipeliner contact, all incoming  outgoing emails are now part of your wkflow. You can readily know your next steps,  take immediate action, without switching back  fth  CRM  email.

Once you’ve set up the integration  Pipeliner  Gmail, all your interactions will be available in your Pipeliner recds.

Whenever you come across a web page that could be relevant to your business  sales effts, simply clip it into Pipeliner as a contact, lead, account  even a task f you to follow up at a later time.

Example: You’re surfing the web  happen to come across the web site of a company you know could greatly benefit from your product  service. Simply clip it with the Pipeliner CRM Web Clipper,  save it into Pipeliner CRM as a contact, account, lead  task.
                                

Pipeliner CRM插件离线安装方法

1.首先用户点击谷歌浏览器右上角的自定义及控制按钮，在下拉框中选择设置。

2.在打开的谷歌浏览器的扩展管理器最左侧选择扩展程序或直接输入：chrome://extensions/

3.找到自己已经下载好的Chrome离线安装文件xxx.crx，然后将其从资源管理器中拖动到Chrome的扩展管理界面中，这时候用户会发现在扩展管理器的中央部分中会多出一个”拖动以安装“的插件按钮。

4.下载 Pipeliner CRMChrome插件v1.3.9版本到本地。

5.勾选开发者模式，点击加载已解压的扩展程序，将文件夹选择即可安装插件。

注意：最新版本的chrome浏览器直接拖放安装时会出现“程序包无效CRX-HEADER-INVALID”的报错信息，参照这篇文章即可解决