Resources and Support

Find tips, learn best practices, and talk to experts

Get the latest news and insights

See our industry analysis, strategies, and best practices

Tidy up with a Step Group »

Calling all tidying aficionados! Whoever said organization was just for the home? Are there steps in your flows that need to be started at the same time, instead of one after another? Organize these steps together into a Step Group!

Your new hire just logged on for the first time. Now what? »

Before they can start contributing and adding value, new hires need to know: what to do, how to do it correctly, who are their key stakeholders, etc. Building that solid foundation isn't going to happen by accident.

Search using #hashtags »

Need a way to quickly find Asks based on keyword? Want to easily group Asks based on a topic? Now, you can with hashtags! Just like you would on Twitter and Instagram, simply add the hashtag(s) to your note.

See more »

Level up with Pipeline Academy

How would you like to get started?

Watch video tutorials »

Want to see things in action? Get started by watching our short video tutorials—each under 3 mins or less!

Our videos use live examples of common, everyday challenges, and they walk you through how you can use Pipeline to bring structure and organization to your day-to-day work so that you maintain momentum for you and your team.

Read articles and guides »

Want to read at your leisure? Use our knowledge base to help you get started, learn how to use key features, and adopt industry best practices.

Our short articles combine easy-to-follow guidance and instructions with helpful screenshots and animations so that you can quickly implement what you learned.

Need personalized help?

Schedule a session with one of our experts

Essentials »

Schedule a 30 mins session to learn about Pipeline key concepts and features.

Professional »

Schedule a 30 mins session to learn about Asks and Steps in Pipeline.

Advanced »

Schedule a 30 mins session to learn create, use and manage Pipeline Flows.

Flow Review »

Schedule a 30 mins session to review your Flow performance and analytics.

Do you need dedicated support to help you design, manage, and optimize flows?

Check out our White Glove service add-on.