PipelineDeals Videos – Making CRM Even Easier

The recent improvements of PipelineDeals came with some additional self-help features. We will continue to answer any emails or phone calls for help, but due to the large numbers of new users coming on board we felt it would be nice to offer a video primer for each of the major components of PipelineDeals. Our larger seat customers also find this to be a nice resource to provide to their large user communities. By having your sales team quickly view the short and informative videos your will greatly improve your chances of sales team adoption.


The videos are broken down into four major categories and you can view the videos by clicking on any of these links below:

  1. Deals
  2. Documents
  3. Contacts
  4. Calendar

Once you log into PipelineDeals, new users of either the Free or Premium versions of PipelineDeals will receive a primer to view the video if we see that you are new to the sales tool. You can easily “x” out or cancel these videos and get to work. We made the videos short, only 3 – 5 minutes long, and as helpful as possible.

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