Pipeline
VIDEO TUTORIALS
Add Consultant User Accounts
Using data in an Access or SQL Server Database
The Dashboard
Quickly add a Company, Contact and a Job
The Company Screen
Contact Screen (Part 1)
Contact Screen (Part 2)
Contact Screen (Part 3)
Contact Screen (Part 4)
Add new contacts directly from Outlook
The Job Screen
Finances
Activity
Search Function (Part 1 - Contact Notes)
Search Function (Part 2)
Search Function (Part 3 - Matching Candidates, Jobs and Companies)
Sales Pipeline
Consultancy Settings (Part 1)
Consultancy Settings (Part 2)
Reports
Watch a video demonstration for most of the common functions in Pipeline. All of these tasks are described in the manual, which can be downloaded here. These video tutorials are hosted on youtube.
Download and Install PipelineAdd Consultant User Accounts
Using data in an Access or SQL Server Database
The Dashboard
Quickly add a Company, Contact and a Job
The Company Screen
Contact Screen (Part 1)
Contact Screen (Part 2)
Contact Screen (Part 3)
Contact Screen (Part 4)
Add new contacts directly from Outlook
The Job Screen
Finances
Activity
Search Function (Part 1 - Contact Notes)
Search Function (Part 2)
Search Function (Part 3 - Matching Candidates, Jobs and Companies)
Sales Pipeline
Consultancy Settings (Part 1)
Consultancy Settings (Part 2)
Reports
Custom Database
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