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


Put steps On-Hold »

Need the ability to put your steps or someone else's steps on-hold temporarily? Pipeline makes this easy!

Make bulk updates »

Are you managing or overseeing many asks for your team or department? Need to make lots of changes across lots of asks? Do that easily with bulk updates in Pipeline!

75% of cross-functional teams are dysfunctional »

In a study of 95 teams across 25 leading corporations, researchers found that nearly 75% of cross-functional teams are dysfunctional, failing at least three out of five criteria for organizational success.

See more »


Level up with Pipeline Academy

How would you like to get started?


Watch videos »

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

Read articles »

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.

Ask an expert »

Get live tips, insights, and answers from Pipeline experts in process design, customer experience, marketing, and sales. Joins us every other Wed!

Search »

Have a specific question in mind? Search our knowledge base to quickly find the answer you're looking for.



Need personalized help?

Schedule a session with one of our experts


Essentials »

Schedule a 20 mins session to learn about Pipeline key concepts and features.

Professional »

Schedule a 20 mins session to learn about Asks and Steps in Pipeline.

Advanced »

Schedule a 20 mins session to learn create, use and manage Pipeline Flows.

Flow Consultation »

Schedule a 20 mins session to review your Flow design, performance and analytics.


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

Check out our White Glove service add-on.