- Pipeline Basics & Brush-Ups: First Tuesday of the month - Register here!
- Pipeline Email Sync: Thursday, April 29 - Register here!
Admin Tutorials | Account Settings:
- Introduction to the Account Settings
- User and Team Management
- Deal Stages/Pipelines/Won and Loss Reasons
- Custom Fields/Groups
- Add/Edit Forms
- Tasks Events/Templates
- Person Statuses and Tags
- Revenue Types
- Activity Types
- Colors and Branding
General User Tutorials:
Get started by watching our Pipeline overview training video: