Patrick Monnot

Tips & Tricks on how to make the most of Pod's Pipeline

Pipeline 🧰

Learn how to see what you can see the data that you when, when you want it.

Learn how to save your own views in Pod's Pipeline module

Learn how to find the data you want quickly.

Learn how to know your way around your Pipeline

Learn how to make changes to your Salesforce records in seconds.

Learn how to access the details of any Salesforce records.

Learn how to navigate different related records quickly

Learn how to create a new opportunity, contact, account, and leads directly through Pod

Learn how to access & use Pod's Kanban Board

Learn how to access the Kanban View from Pod's Pipeline

Learn how to drag an opportunity from one stage to another.

Learn how to access opportunity details in the Kanban Board

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