Have questions about how the Pipeline tax flows for individuals and businesses work? Here are answers to the top 7 questions. 3:44 mins
- Resources and Support
- Videos
- Top 7 Tax Organizer FAQs
Top 7 Tax Organizer FAQs
Feb 18, 2022
Pipeline Academy: Advanced Playlist
Learn how to build, manage, and refine flows.
- Creating Flows 4:10 mins
- Downloading templates from the Marketplace 2:40 mins
- Making file attachments required 2:55 mins
- Using Form Field Templates 1:30 mins
- Creating Smart Instructions 3:46 mins
- Using Linked Values 2:05 mins
- Making skippable steps 2:03 mins
- Automating actions with Smart Rules 2:59 mins
- Creating email notifications 1:35 mins
- Creating external-facing (customer) steps 1:27 mins
- Creating text notifications 1:07 mins
- Making steps confidential 3:25 mins
- 5 ways to make automated emails not look system generated 3:05 mins
- Basic vs. Smart Personalization 2:03 mins
- Customer Onboarding: 3 Most Important Activities 2:27 mins
- Personalizing with Content Variables 1:30 mins
- Auto-calculating dates using Content Formulas 1:31 mins
- Organizing Steps into Groups 2:51 mins
- Setting up auto-reminders 1:18 mins
- Top 7 Tax Organizer FAQs 3:44 mins
- Setting up auto-escalations 1:58 mins