04/19/2023Hollis Holcomb
This week we'll cover all the glorious details related to automating both your message templates and transaction messages to ensure your recipients get the right messages when they most need them.
15:27
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04/12/2023Hollis Holcomb
This week we'll go over all the magical features, tips, and practices that help you create useful and time-saving message templates. This session is a great pre-cursor to next week's webinar covering Schedule Messaging.
20:24
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04/05/2023Hollis Holcomb
This week we'll be revealing the transaction-related features you're often surprised to learn exist in Pipeline. Come see which of these time-savers will become part of your daily routine.
17:17
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03/29/2023Hollis Holcomb
Pipeline offers several reporting options that people are often surprised to learn about. Come discover which of these reporting tools will fit perfectly in your Pipeline toolbox!
15:33
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03/22/2023Hollis Holcomb
There are a handful of features related to messaging in Pipeline that people are often surprised to learn exist. Come see which of these time-savers you can stash into your bag of Pipeline tricks!
13:50
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03/15/2023Hollis Holcomb
Type-ahead allows you to find or select information from lists much more quickly than reading through the list of items, especially when that list is long. Come find out where type-ahead lists live throughout Pipeline (several you're likely not awar...
03/08/2023Hollis Holcomb
This week we'll cover the different options in Pipeline that control who can view tasks in the system.
20:55
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03/01/2023Hollis Holcomb
From small conveniences that improve your day-to-day workflow to huge time-savers, this week we’ll be covering the features you regularly tell us you ❤️ in Pipeline.
18:39
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02/22/2023Hollis Holcomb
This week we'll cover the different options in Pipeline that control who can view tasks in the system.
11:52
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02/15/2023Hollis Holcomb
This week, we'll cover several creative options for informing, directing, and educating your team via Pipeline's Home Page Announcement . Be sure to bring any creative ways you use Announcements to share with the group!
11:17
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