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Pipefy | Help

1 Im just getting to know Pipefy. 2 Get your teams on board. 3 Become an expert. What is and how to create a Pipe. What is and how to create a Phase. What is and how to create a Card. What is and how to create a Field. What is and how to edit your Pipes Start Form. What is and how to enable/disable a Public Form. See all 8 articles. Step by Step Instructions and Basic Pipefy Concepts. How does Pipefy work? What is a Pipe? What is a Phase? What is a Start Form? See all 9 articles. How to create a Pipe?

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1 Im just getting to know Pipefy. 2 Get your teams on board. 3 Become an expert. What is and how to create a Pipe. What is and how to create a Phase. What is and how to create a Card. What is and how to create a Field. What is and how to edit your Pipes Start Form. What is and how to enable/disable a Public Form. See all 8 articles. Step by Step Instructions and Basic Pipefy Concepts. How does Pipefy work? What is a Pipe? What is a Phase? What is a Start Form? See all 9 articles. How to create a Pipe?
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Pipefy | Help | help.pipefy.com Reviews

https://help.pipefy.com

1 Im just getting to know Pipefy. 2 Get your teams on board. 3 Become an expert. What is and how to create a Pipe. What is and how to create a Phase. What is and how to create a Card. What is and how to create a Field. What is and how to edit your Pipes Start Form. What is and how to enable/disable a Public Form. See all 8 articles. Step by Step Instructions and Basic Pipefy Concepts. How does Pipefy work? What is a Pipe? What is a Phase? What is a Start Form? See all 9 articles. How to create a Pipe?

INTERNAL PAGES

help.pipefy.com help.pipefy.com
1

Step by Step Instructions and Basic Pipefy Concepts – Pipefy | Help

http://help.pipefy.com/hc/en-us/articles/215920507-Step-by-Step-Instructions-and-Basic-Pipefy-Concepts

Step by Step Instructions and Basic Pipefy Concepts. December 23, 2015 13:59. We've realised you may have probably ended up here looking for general instructions. On how to get started with Pipefy - and all this information can be confusing. So here are a few interesting topics. You may want to know more about:. What is a pipe? What is a card? What is a phase? What is a field? What is an organization? What is a start form? How to create a pipe? How to create a card? How to create a phase? What is a Pipe?

2

2. Get your teams on board – Pipefy | Help

http://help.pipefy.com/hc/en-us/articles/235223987-2-Get-your-teams-on-board

2 Get your teams on board. December 13, 2016 18:42. Welcome to the second part of the Pipefy Guide! Here's what we will discuss, click the link to skip ahead:. Host a kickoff meeting. Invite your whole team. Get your team to the next level. Host a kickoff meeting. And get everybody ready! In the previous chapter you've covered the basics and added a few team members to your organization, now it’s time to get everyone enthusiastic! Get your team enthusiastic. Provide information about Pipefy. You can do s...

3

3. Advanced Features – Pipefy | Help

http://help.pipefy.com/hc/en-us/articles/234664207-3-Advanced-Features

November 25, 2016 18:00. Save time and increase productivity with our advanced features. Welcome to Pipefy's Advanced Features! In this chapter we will help you setup our advanced features that allow you to automate big parts of your processes. Using our advanced features optimally will help you save time and increase productivity. We even have a feature that shows you how much more productive you got over time. Here’s an overview of all features we will cover here, click the link to skip ahead! The end ...

4

Pipefy Guide – Pipefy | Help

http://help.pipefy.com/hc/en-us/categories/204484327-Pipefy-Guide

1 Im just getting to know Pipefy. 2 Get your teams on board. 3 Become an expert.

5

What is and how to edit your Pipe's Start Form – Pipefy | Help

http://help.pipefy.com/hc/en-us/articles/216178788-What-is-and-how-to-edit-your-Pipe-s-Start-Form

What is and how to edit your Pipes Start Form. January 29, 2016 15:03. What is a Start Form? How to create a Start Form? How to edit a Start Form? How to delete a Start Form? Was this article helpful? 0 out of 0 found this helpful. To leave a comment. What is and how to enable/disable a Public Form. Will Pipefy have a mobile version? What is and how to create a Card.

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Free Product Roadmap Template | Pipefy

http://www.pipefy.com/templates/product-roadmap

Help & Support. IT & Software. Marketing & Sales. Pipefy’s free product roadmap template. Will teach you how to prioritize your product’s features by following the market’s product management best practices. From defining the type of improvement to advanced impact measurement on your goals, everything you need to plan your product’s future. Can be found here. Process template by Team Pipefy. Great people creating awesome process templates to make you more efficient - and help save your time and money!

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Free Growth Hacking Experiments Template | Pipefy

http://www.pipefy.com/templates/growth-hacking

Help & Support. IT & Software. Marketing & Sales. Growth Hacking Experiments Template. Growth strategies refined across over 1,200 startups, tightened up as a template you can start using right now. Pipefy’s Growth Hacking Experiments was. Developed by the 500 Startups Distro Team,. Inspired by Brian Balfour. Growth VP @Hubspot. Here’s what he has to say about “The Scientific Method: How to Design and Track Viral Growth Experiments”:. Process template by Team Pipefy. Customer Satisfaction Survey Phone.

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Blog - Pipefy

http://www.pipefy.com/blog

Help & Support. Marketing & Sales. IT & Software Development. Create recurring tasks with Pipefy and Zapier! We’ve been thoroughly over the concept of process once (or twice) before but one thing is pretty clear: sometimes processes […]. Find out how Brazilian benefit and corporate partnership company Colaboradores cut their registration lead time in half with Pipefy. What is BPM (Business Process Management)? Top 20 Startup Management Tools (2016). Benefits of Workflow Automation. Get rid of bottlenecks...

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Free IT Service Desk Template | Pipefy

http://www.pipefy.com/templates/it-service-desk

Help & Support. IT & Software. Marketing & Sales. IT Service Desk Template. Pipefy’s IT Service Desk Template. Is a step-by-step process specially designed to help you track and manage all the tickets created by your company’s teams for the IT department! Instead of using emails, forms or fragile spreadsheets, use this free template. And run your IT Service Desk. With Pipefy. The main concept behind this template. Process template by Team Pipefy. Customer Satisfaction Survey Phone. Problem with internet ...

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Free Bug Tracking Template | Pipefy

http://www.pipefy.com/templates/bug-tracking-template

Help & Support. IT & Software. Marketing & Sales. Pipefy’s Bug Tracking Template. Is ideal for centralizing and keeping all your bugs organized. It helps you classify and prioritize them so they can be fixed. This template comes with a detailed start form that allows your team to properly record the bug’s details. 8211; the time it was reported, its severity, where it happened, as well as a method of evaluating its impacts on the user experience and on your business goals. Process template by Team Pipefy.

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Free Agile Software Development Template | Pipefy

http://www.pipefy.com/templates/agile-software-development-template

Help & Support. IT & Software. Marketing & Sales. Agile Software Development Template. The Agile Software Development Template. Proposes alternatives to traditional project management. It promotes adaptive planning, evolutionary development, early delivery, continuous enhancement, and delivers rapid and efficient response to change. This process template will help your team be more efficient and committed, adding a sense of accountability. And implementing an execution culture. 1 What is a sprint? Here g...

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Templates Archive - Pipefy

http://www.pipefy.com/templates

Help & Support. IT & Software. Marketing & Sales. IT & Software. Marketing & Sales. A simple but complete step-by-step process, specially designed to help you run and track all the stages of your Sales Pipeline! A template focused on helping your team properly track and prioritize your bug fixing! A process based on the best practices of Scrum and Agile Software Development! Easily follow your content marketing and lead nurturing processes with this complete, step-by-step template! Ask for it here!

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Free Team Task Management Template | Pipefy

http://www.pipefy.com/task-management-template

Help & Support. IT & Software. Marketing & Sales. Team Task Management Template. High quality execution is all about discipline. High performance teams focus on the most important things and executing them, no matter the circumstances. Pipefy’s Team Task Management Template. Will help you manage your team’s tasks better, by showing you what everyone has to do, what are the priorities, what’s on time, what’s late and what are the bottlenecks of your process. Process template by Team Pipefy. Up to 1 hour.

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Modelo Atendimento ao Cliente/Helpdesk Gratuito | Pipefy

http://www.pipefy.com/www.pipefy.com/help

Ajuda & Suporte. TI & Desenvolvimento. Marketing & Vendas. Modelo Atendimento ao Cliente/Helpdesk. O modelo de Atendimento ao Cliente/Helpdesk. Do Pipefy foi desenvolvido para facilitar o gerenciamento de tickets de suporte e requisições de clientes, focando em entregar sempre o melhor serviço ao cliente. Gerenciar os contatos abertos pelos seus clientes utilizando este processo irá facilitar sua vida: requisições podem ser abertas de forma centralizada. E com toda a informação necessária. Em um só lugar;.

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Pipefy | Help

1 Im just getting to know Pipefy. 2 Get your teams on board. 3 Become an expert. What is and how to create a Pipe. What is and how to create a Phase. What is and how to create a Card. What is and how to create a Field. What is and how to edit your Pipes Start Form. What is and how to enable/disable a Public Form. See all 8 articles. Step by Step Instructions and Basic Pipefy Concepts. How does Pipefy work? What is a Pipe? What is a Phase? What is a Start Form? See all 9 articles. How to create a Pipe?

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