How-to videos

• 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
• Sources
• Revenue Types
• Activity Types
• Integrations
• API
• Automations
• Colors and Branding
• Currencies

General User Tutorials:

• Import with Ease
• Pipeline: Smart Selling Made Simple
• Adding Companies
• Add a Deal
• Add a Person
• People, Companies and Deals
• Lists
• Send an email campaign
• Activity Reports
• My Profile
• Get Geeky & Create Cool Reports
• Post Sale Customer Management
• Excel Demo
• Deal profile

Get started by watching our Pipeline overview training video: