Grow University The 7 Wonders of PipelineDeals

This class walks through 7 time-saving best practices that often go unnoticed but will make a world of difference in your day-to-day use of PipelineDeals.

1. Add with Ease.
   • Why? Remove unused fields and simplify the forms when you add new people, deals and companies.
   • Admins: Go to Add/Edit forms in your Account settings and hide fields that your team doesn’t uses regularly.
   • Resources: View the demo from class. Read related articles.
2. Create and Share Favorite Lists
   • Why? Organize your data the way you like, save it and share them with your team so everyone can benefit from your most helpful filter views.
   • Resources: View the demo from class. Read related articles.
3. Starred Lists
   • Why? Highlight your favorite lists on your Home tab and Morning Coffee Report.
   • Resources: View the demo from class. Read related articles.
4. Excel/Google Sheet Integration
   • Why? Slice and dice the valuable data you collect in PipelineDeals and create your own visual reports.
   • Admins: You must take steps to enable this integration and grant export permissions to your team before they can use this.
   • Resources: Watch the full webinar on creating reports. Read related articles.
5. To Do Templates
   • Why? Add repetitive tasks in one click! (And if you have Accelerator-- automate them!)
   • Admins: Set up To Do Templates for your team in your account settings first!
   • Resources:
     • Standard Plan: View the demo from class. Read related articles.
     • Accelerator Plan: Using Automations (with To Do Templates) Read related articles.
6. One View Prospecting
   • Why? Call your prospects, save notes and add follow-up tasks all from one view.
   • Resources: View the demo from class.
7. Emails in Activities
   • Why? Who wants to copy and paste all day when with a few tricks you can get PipelineDeals to save your business emails in relevant profiles for you.
   • Resources:
     • Accelerator Plan: View the demo from class. Read related articles.
     • Standard Plan: View the demo from class. Read related articles.

To make the most of your time, choose at least one strategy and implement it in your business today. Thanks for taking the time to learn with us. We look forward to helping you profitably grow your business. Please contact us if you have any questions.

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