Session 1 – June 2nd: Account Settings and Admin Overview
Learn the ins and outs of the account settings and all of the different ways that you can customize Pipeline to fit your needs. Even if you are not an admin on the account, feel free to join to learn how Pipeline works behind the scenes.
Session 2 – June 9th: Day-to-Day use of the Platform
How do you add a person/deal/company? What’s the best way to manage tasks and events and activities? As a manager, how can I see reports on what my team is accomplishing in a given day, week, or month? All of these questions (and more) will be covered in this interactive live training and QA session.
At the end of the session, we will have a live poll to determine the custom topics for the final training session. Please let us know what you would like to learn!
Session 3 – June 16th: Follow Up and Custom Training
Based on the answers to the poll in session 2, this flexible and interactive session will close out our onboarding process and hopefully give you all of the tools to feel confident progressing with your use of Pipeline!
All trainings will be recorded and shared after each session. At the end of the onboarding course, you will be given a PDF document with all of the resources referenced in the series.