Resources

Pipeline CRM video tutorials

Video Tutorials

✓ No credit card required ✓ 14-day free trial ✓ Cancel anytime

Short, task-based walkthroughs of Pipeline CRM, recorded feature by feature. Each one answers a single question and runs a couple of minutes, so you can find the thing you are stuck on rather than sitting through a full product tour.

Latest tutorials

The newest videos from our YouTube channel appear below, and the list updates on its own as we publish more.

Learn how to add a milestone to an existing project in Pipeline CRM. In this step-by-step tutorial, Gretchen from our Customer Success team walks you through adding a milestone from the Timeline view, naming it, setting its status, start date and end date, and attaching a task with an owner and due date, using a project closeout milestone on the Johnson Kitchen Remodel project as the example.

Whether you're just getting started with Projects and Milestones or looking for a refresher, this video also covers the other ways to add a milestone, from the List view project overview, the Kanban view edit screen, and the Milestones tab. Gretchen also explains an important note: when adding a milestone from the Milestones tab, the project won't auto-populate, so you'll need to add it manually.

🔗 USEFUL LINKS
→ Start your free 14-day trial: https://app.pipelinecrm.com/signup
→ Help Center: https://help.pipelinecrm.com
→ All Pipeline CRM features: https://pipelinecrm.com/features
→ Project Management features: https://pipelinecrm.com/features/project-management/

📌 ABOUT PIPELINE CRM
Pipeline CRM is the sales CRM that works the way you do. Trusted by thousands of teams in construction, manufacturing, and professional services, Pipeline CRM helps you manage deals, automate follow-ups, and close more business without the complexity.

🔔 Subscribe for more Pipeline CRM tutorials and sales tips!

#PipelineCRM #CRM #SalesCRM #ProjectManagement #Milestones #ConstructionCRM

How to Add a Milestone in Pipeline CRM | Project Management Tutorial

Learn how to create a project in Pipeline CRM. In this step-by-step tutorial, Gretchen from our Customer Success team walks you through turning a won deal, like the Johnson Kitchen Remodel, into a fully organized project. You'll see how to name your project, choose a custom color, select or build a template, set a status and start/end dates, and link deals, people, and companies directly to the project. Gretchen also breaks down the project structure: projects act as containers, milestones represent the phases of work (like demo and prep, installation, finishing, and walkthrough), and tasks are the specific action items inside each milestone.

Whether you're just getting started with project management in Pipeline CRM or you're moving away from spreadsheets and separate apps to track jobs, this video shows you exactly how to keep your deals and project work connected in one place.

🔗 USEFUL LINKS
→ Start your free 14-day trial: https://app.pipelinecrm.com/signup
→ Help Center: https://help.pipelinecrm.com
→ All Pipeline CRM features: https://pipelinecrm.com/features
→ Project management features: https://pipelinecrm.com/features/project-management/

📌 ABOUT PIPELINE CRM
Pipeline CRM is the sales CRM that works the way you do. Trusted by thousands of teams in construction, manufacturing, and professional services, Pipeline CRM helps you manage deals, automate follow-ups, and close more business without the complexity.

🔔 Subscribe for more Pipeline CRM tutorials and sales tips!

#PipelineCRM #CRM #SalesCRM #ProjectManagement #ConstructionCRM #WonDeals

How to Create a Project in Pipeline CRM | Turn Won Deals Into Jobs

Learn how to add and complete a task in Pipeline CRM. In this step-by-step tutorial, Gretchen from our Customer Success team walks you through adding a task to an existing project, using the Johnson Kitchen Remodel and Invoice milestone as an example. She shows how to set a due date, assign an owner, and mark tasks complete from the project timeline view, the list view, and the milestone tab.

Whether you're just getting started with Projects and Tasks or managing multiple milestones across active jobs, this video shows you the fastest ways to keep your team on track. You'll see how to view all your tasks, milestones, and projects in one place using the task tab.

🔗 USEFUL LINKS
→ Start your free 14-day trial: https://app.pipelinecrm.com/signup
→ Help Center: https://help.pipelinecrm.com
→ All Pipeline CRM features: https://pipelinecrm.com/features
→ Project management features: https://pipelinecrm.com/features/project-management/

📌 ABOUT PIPELINE CRM
Pipeline CRM is the sales CRM that works the way you do. Trusted by thousands of teams in construction, manufacturing, and professional services, Pipeline CRM helps you manage deals, automate follow-ups, and close more business without the complexity.

🔔 Subscribe for more Pipeline CRM tutorials and sales tips!

#PipelineCRM #CRM #SalesCRM #ProjectManagement #TaskManagement #ConstructionCRM

How to Add & Complete a Task in Pipeline CRM | Projects & Milestones

Learn how to update a milestone status in Pipeline CRM. In this step-by-step tutorial, Gretchen from our Customer Success team walks you through updating milestone statuses from the timeline view, list view, and kanban view, using a real example with the Johnson Kitchen Remodel and Client Onboarding projects. You'll see how to mark milestones as complete, in review, in follow-up, or blocked, and how to resolve overdue milestones by updating dates or marking them done.

Whether you're just getting started with Pipeline CRM's project management tools or managing multiple projects with overdue milestones, this video shows you exactly how to keep your milestone statuses accurate and up to date across every view.

🔗 USEFUL LINKS
→ Start your free 14-day trial: https://app.pipelinecrm.com/signup
→ Help Center: https://help.pipelinecrm.com
→ All Pipeline CRM features: https://pipelinecrm.com/features
→ Project Management features: https://pipelinecrm.com/features/project-management/

📌 ABOUT PIPELINE CRM
Pipeline CRM is the sales CRM that works the way you do. Trusted by thousands of teams in construction, manufacturing, and professional services, Pipeline CRM helps you manage deals, automate follow-ups, and close more business without the complexity.

🔔 Subscribe for more Pipeline CRM tutorials and sales tips!

#PipelineCRM #CRM #SalesCRM #ProjectManagement #Milestones #ConstructionCRM

How to Update a Milestone Status in Pipeline CRM | Project Management Tutorial

How to Manage Projects in Pipeline CRM | Complete Project Page Overview

Learn how to customize milestone statuses for project management in Pipeline CRM. In this step-by-step tutorial, Gretchen from our Customer Success team walks you through editing, adding, and organizing custom milestone statuses like 'not started,' 'in progress,' 'blocked,' and 'done' to match how your team actually works.

Whether you're just getting started with Pipeline CRM's project management features or looking to optimize your milestone tracking, this tutorial shows you exactly how to access Settings › Projects › Milestone Status, edit existing statuses, change colors, add new custom statuses, and arrange them in your preferred order.

🔗 USEFUL LINKS
→ Start your free 14-day trial: https://app.pipelinecrm.com/signup
→ Help Center: https://help.pipelinecrm.com
→ All Pipeline CRM features: https://pipelinecrm.com/features
→ Project Management: https://pipelinecrm.com/features/project-management

📌 ABOUT PIPELINE CRM
Pipeline CRM is the sales CRM that works the way you do. Trusted by thousands of teams in construction, manufacturing, and professional services, Pipeline CRM helps you manage deals, automate follow-ups, and close more business without the complexity.

🔔 Subscribe for more Pipeline CRM tutorials and sales tips!

#PipelineCRM #CRM #SalesCRM #ProjectManagement #MilestoneTracking #ConstructionCRM

How to Customize Milestone Statuses in Pipeline CRM | Project Management Setup

Learn how to create and manage project templates in Pipeline CRM. In this step-by-step tutorial, Gretchen from our Customer Success team walks you through accessing Project Templates in Settings, using system templates for construction and manufacturing as starting points, duplicating and customizing templates, creating milestones with due dates, adding tasks with priorities and owners, and setting up automatic project creation when deals are won.

Whether you're managing construction projects, manufacturing workflows, or professional services engagements, project templates help your team avoid recreating the same milestones and tasks from scratch every time. Save time and ensure consistency across all your projects.

🔗 USEFUL LINKS
→ Start your free 14-day trial: https://app.pipelinecrm.com/signup
→ Help Center: https://help.pipelinecrm.com
→ All Pipeline CRM features: https://pipelinecrm.com/features
→ Project Management: https://pipelinecrm.com/features/project-management/

📌 ABOUT PIPELINE CRM
Pipeline CRM is the sales CRM that works the way you do. Trusted by thousands of teams in construction, manufacturing, and professional services, Pipeline CRM helps you manage deals, automate follow-ups, and close more business without the complexity.

🔔 Subscribe for more Pipeline CRM tutorials and sales tips!

#PipelineCRM #CRM #SalesCRM #ProjectManagement #ProjectTemplates #ConstructionCRM #ManufacturingCRM #ProjectAutomation

How to Create Project Templates in Pipeline CRM | Automate Your Project Setup

Learn how to navigate and use the different project views in Pipeline CRM. In this step-by-step tutorial, Gretchen from our Customer Success team walks you through the timeline view for scheduling and progress tracking, list view for table-based project management, and Kanban view organized by status, plus how to manage milestones and tasks across all projects.

Whether you're managing construction projects, tracking manufacturing timelines, or overseeing service delivery, these project views help you get a big picture look at everything happening across your projects. You'll learn how to switch between views, set defaults, filter and sort projects, drag to adjust dates, and save custom view configurations.

🔗 USEFUL LINKS
→ Start your free 14-day trial: https://app.pipelinecrm.com/signup
→ Help Center: https://help.pipelinecrm.com
→ All Pipeline CRM features: https://pipelinecrm.com/features
→ Project Management: https://pipelinecrm.com/features/project-management

📌 ABOUT PIPELINE CRM
Pipeline CRM is the sales CRM that works the way you do. Trusted by thousands of teams in construction, manufacturing, and professional services, Pipeline CRM helps you manage deals, automate follow-ups, and close more business without the complexity.

🔔 Subscribe for more Pipeline CRM tutorials and sales tips!

#PipelineCRM #CRM #SalesCRM #ProjectManagement #Timeline #Kanban #ProjectViews

How to Navigate Project Views in Pipeline CRM | Timeline, List & Kanban Views

Learn how to set up project management in Pipeline CRM. In this step-by-step tutorial, Gretchen from our Customer Success team walks you through creating projects with milestones and tasks, using templates, linking projects to deals and companies, and managing the three-level folder structure (projects, milestones, tasks). Whether you're just getting started with tracking client onboarding, service delivery, or construction phases after deal closure, project management brings all your post-sales work into your CRM instead of managing it in spreadsheets, separate tools, or your inbox.

🔗 USEFUL LINKS
→ Start your free 14-day trial: https://app.pipelinecrm.com/signup
→ Help Center: https://help.pipelinecrm.com
→ All Pipeline CRM features: https://pipelinecrm.com/features
→ Project Management feature: https://pipelinecrm.com/features/project-management

📌 ABOUT PIPELINE CRM
Pipeline CRM is the sales CRM that works the way you do. Trusted by thousands of teams in construction, manufacturing, and professional services, Pipeline CRM helps you manage deals, automate follow-ups, and close more business without the complexity.

🔔 Subscribe for more Pipeline CRM tutorials and sales tips!

#PipelineCRM #CRM #SalesCRM #ProjectManagement #ClientOnboarding #PostSales

How to Set Up Project Management in Pipeline CRM | Track Post-Sales Work

Setting up Pipeline CRM for the first time

If you are starting from scratch, the fastest route is usually to bring your data in first and shape your pipeline around it, rather than the other way round.

Import your companies, people and deals from a CSV or Excel file
Set up your deal stages to match the way your team already sells
Add the custom fields you need before importing, so your data lands in the right place
Invite your team and set what each person can see and do

Looking for something specific

The help centre covers the same ground in writing, with step-by-step articles you can search. If you would rather have someone walk you through it, book a demo and we will go at your pace.

Every plan includes unlimited chat and email support from a US-based team, so you are not on your own with any of this.