Watch Pipeline Pro Webinar Recordings

Catch up on past Pipeline Pro webinar recordings.

Admins Explained (January 16, 2019)

01/16/2019Hollis Holcomb
This Pipeline Pro session covers the different levels of admins. We'll cover what each can do and see, as well as how each level impacts and assists agent workflows. 10:25 ...

New Offer (December 12, 2018)

12/12/2018Hollis Holcomb
This Pipeline Pro session covers the New Offer feature: How it works, when to use it, and all its wonderful perks. (December 12, 2018) 10:26 ...

Spreadsheet Superpowers for your Pipeline Reports (December 5, 2018)

12/05/2018Hollis Holcomb
This Pipeline Pro session covers the game-changing tips and tools within spreadsheets that will allow you to produce the exact data you need in a fraction of the time. 21:39 ...

Hidden Help (November 28, 2018)

11/28/2018Hollis Holcomb
This Pipeline Pro session covers clever tips for finding info and answers quickly and easily as well as ways you can fully fine-tune your account. 10:04 ...

Use Pipeline to Store HR files for Agents and Employees (November 21, 2018)

11/21/2018Hollis Holcomb
This Pipeline Pro session covers techniques that make storing Human Resources files in Pipeline secure and convenient. 15:03 ...

Getting Tasks to the Right People (November 7, 2018)

11/07/2018Hollis Holcomb
This Pipeline Pro session covers how to ensure the right people can see their tasks, highlight tasks for certain people and groups, and learn when and how tasks get received and seen.   12:49 ...

Email Faster and Smarter from Pipeline (October 31, 2018)

10/31/2018Hollis Holcomb
This Pipeline Pro session covers multiple ways to streamline the process of emailing from Pipeline. We'll cover features and strategies to execute before and after the send.   11:51 ...

Time Saving Doc Review Tips (October 24, 2018)

10/24/2018Hollis Holcomb
This Pipeline Pro session covers ways to perform your doc reviews most efficiently. We'll go over tips that speed up the review process and save you time. 10:27 ...

Using Tasks as Custom Fields (October 17, 2018)

10/17/2018Hollis Holcomb
This Pipeline Pro session covers how to use tasks to help track custom information you'd like to store in transactions. 7:52 ...

Tracking Lead Sources (October 10, 2018)

10/10/2018Hollis Holcomb
This webinar covers how to set up and track lead sources in Paperless Pipeline, including the various ways to manage and report on them once they've been applied. 7:36 ...