Upcoming Webinars - 2022
Basics & Brushups
Tuesday, February 1st, 10:00 am PST - Register here!
This monthly recurring webinar is intended for new and long-time users looking for a little brush-up on the basics. We'll cover list views, profiles, and account settings so that you get the most out of Pipeline. Come with questions!
Pipeline Onboarding Bootcamp -January 6th to January 20th Register here!
Join the Pipeline Onboarding Bootcamp! This series includes three live Zoom sessions that will help you get up and running (or retrained) on how to effectively use Pipeline!
Session 1 - January 6th: Account Settings and Admin Overview
Learn the ins and outs of the account settings and all of the different ways that you can customize Pipeline to fit your needs. Even if you are not an admin on the account, feel free to join to learn how Pipeline works behind the scenes.
Session 2 - January 13th: Day-to-Day use of the Platform
How do you add a person/deal/company? What's the best way to manage tasks and events and activities? As a manager, how can I see reports on what my team is accomplishing in a given day, week, or month? All of these questions (and more) will be covered in this interactive live training and QA session.
At the end of the session, we will have a live poll to determine the custom topics for the final training session. Please let us know what you would like to learn!
Session 3 - January 20th: Follow Up and Custom Training
Based on the answers to the poll in session 2, this flexible and interactive session will close out our onboarding process and hopefully give you all of the tools to feel confident progressing with your use of Pipeline!
Each training will be recorded and shared at the end of the course. You will be given a PDF document with all of the resources referenced in the series.