Pipeline's Webinars

Join the Pipeline Onboarding Bootcamp

This series includes three live Zoom sessions that will help you get up and running on how to effectively use Pipeline!

Save a seat at upcoming Pipeline webinars!
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Webinars Archive:

Pipeline Onboarding Bootcamp

Pipeline Basics & Brush-Ups

Day-to-Day use of the Platform

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Account Settings & Admin Overview

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Pipeline Onboarding Bootcamp Description

Session 1 – 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 –  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 – 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.

Ready To Put Some Wins On The Board?

Easy to get started with no setup or hidden costs, and no engineering resources required.

No credit card required.

Onboarding Bootcamp

Free Workshop
Limited Seats Available

  • 00Days
  • 00Hours
  • 00Minutes
  • 00Seconds

Thu, Sep 15th, 2022 08:00 AM PST

All trainings will be recorded and shared after each session.

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