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Pipeline Onboarding Bootcamp

Maria Herrell
Updated 3 months ago

Welcome to Pipeline!  

We’ve made it quick and easy for you to get started with us. Here are the key steps that will set you up for success.

Onboarding Steps 

Knowledge Base Resources

Step 1: Account Settings 

Watch the Product Expert: Account Settings

  1. Learn the ins and outs of the account settings
  2. Discover all the different ways to customize Pipeline to fit your needs. 
  3. How Pipeline works behind the scenes and admin overview

Step 2: Day-to-Day Use 

Watch the Product Expert: Day-to-Day Use

  1. How to add a person, deal, and company
  2. The most effective way to manage your tasks, events, and activities 
  3. How to view manager reports on what your team is accomplishing in a given day, week, or month.

Step 3:  Follow-up 

Watch the Product Expert: Tools + Custom Training

  1. How to use email sync and email campaigns
  2. How to get the most out of Automations’
  3. How to set up Goals and Reporting 

Want custom training? 

Contact us about Onboarding Services, which provide personalized training for your team customized to your business.

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