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

• Account settings/Startup
• How to Videos
• Intro to Custom Fields

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.

• Getting Started
• Dashboard Overview 
• Adding Companies, Deals, and People

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

• Multiple Pipelines
• Email Sync Overview
• How Pipeline Works with Email
• Email Campaigns