Pipeline Onboarding Bootcamp
Pipeline Onboarding Bootcamp Account Settings
Session 1 - 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.
Account settings/Startup KBs:
Pipeline Onboarding Bootcamp Day-to-Day use Training
Session 2 - 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.
Day to Day use KBs:
Pipeline Onboarding Bootcamp Follow-up Training
Session 3 - Follow Up and Custom Training
Deep dive into Email functionality with a touch of multiple pipelines. This 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!
Follow-up Training KBs: