佺安科技服務有限公司｜專為企業打造穩固且具韌性的資安防線

服務項目

提供您從風險評估到制度建置的完整資安服務

國際認證輔導

協助企業導入 ISO 資安管理制度，從制度規劃、文件建置到稽核應對，提升通過效率與管理成熟度。

了解更多

What is Pipeliner?

Designed for today’s fast-moving teams, Pipeliner is a CRM that bends to your needs. Its flexible data model and easy-to-build workflows let you shape the platform around your GTM strategy whether you’re building a SaaS, scaling a marketplace, or managing global distribution.

3 key points about Pipeliner:

Highly Customizable and Flexible
Visual and User-Friendly Interface
Boosts Alignment and Productivity

This adaptability empowers sales, marketing, and operations teams to stay aligned and move faster, with greater confidence.

Share post on

供應鏈安全輔導

檢視並強化供應鏈資安管理，降低第三方合作帶來的資安與營運風險。

了解更多

Manage Member, Workspace, and Billing

How do I add members to a workspace?

Go to Workspace Settings, click "Manage Members", thenyou can select "Add Member" and enter their email.

What is a workspace and how do I manage it?

A workspace is a shared environment for your team. You can create multiple workspaces for different projects. Use the workspace menu to create, rename, or delete workspaces.

Who can manage billing settings?

Only the account owner or admins with billing access can view and change billing information.

How do I add or remove members from my workspace?

You can manage members from the Workspace Settings menu. Click "Manage Members" to invite new members or click the remove icon next to a member's name to remove.

Share post on

教育訓練服務

規劃企業資安與法遵教育訓練，提升員工資安意識並降低人為風險。

了解更多

How to Navigate and Build Workflows?

To navigate and build workflows, start from your dashboard by clicking “Create Workflow”. You can choose a ready-made template or build from scratch.

Use the drag-and-drop builder to add steps such as actions, conditions, and triggers—like sending an email or updating a field automatically. Each workflow can be tested using the “Preview” or “Test” feature before going live.

After publishing, you can still edit workflows anytime. The number of workflows you can create depends on your subscription plan.

Share post on

法令遵循合規服務

協助企業建立符合個資與資安法規的管理制度，降低法規風險並提升組織信任度。

了解更多

Can Pipeliner in Dark Mode?

Yes, Pipeliner supports Dark Mode.

You can switch to Dark Mode by going to your Settings and selecting "Appearance" or "Theme". From there, choose Dark Mode to reduce eye strain and work comfortably in low-light environments. The change will apply instantly across your UI.

Share post on

新興科技資安輔導

針對 IoT、雲端與新型數位服務提供資安評估與防護建議，兼顧創新與安全。

了解更多

Import & Export My Data in Pipeliner

You can easily import and export your data in Pipeliner.

To import data, go to "Data Management" or "Import" section, choose the data type (like contacts, leads, or accounts), and upload a CSV file following the provided template.

To export data, navigate to the module (e.g., leads, moments), select the records you want, then click "Export" to download them in CSV format. So easily to export.

This helps you keep backups, migrate data, or analyze it externally. Make sure you have the necessary permissions to perform these actions.

Share post on

數位教材製作

將資安與合規知識轉化為數位教材，提升學習效率與長期推廣效益。

了解更多

Pipeliner Chrome Extension

Access and manage your workspace from anywhere on the web or Gmail with the Pipeliner Chrome extension. Add or update records and lists, view relationship data, discover insights, more.

To access the extension while browsing, click the Pipeliner logo in your toolbar. You can also open the extension in Gmail by clicking the Attio logo on an email.

The first time you open the extension you'll be asked to log in. If you have multiple workspaces, you can select which workspace to use. You can click your workspace logo at the top of the extension to switch to another workspace at any time.

Share post on

聯絡我們

專為企業打造穩固且具韌性的資安防線

20年以上資安實務經驗專業團隊

服務項目