Getting Started
Everything you need to set up your PipeLance account and start selling.
Creating your account
Sign up for PipeLance, verify your email, and complete your first login.
Inviting your team
Add team members, set roles (Admin vs Member), and assign pricing tiers.
Connecting integrations
Set up Google Workspace or Microsoft 365 to sync email and calendar.
Importing contacts and deals
Import your existing data via CSV with field mapping and duplicate handling.
Setting up your pipeline
Customize your deal stages, create multiple pipelines, and set up automation.