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Pipeline Onboarding Bootcamp

Maria Herrell
Updated 3 weeks ago

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: 

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