Basic Process Management

Learn about Pipefy's basic key features and empower your team to increase their productivity!
Rating: 4.5 out of 5 (400 ratings)
11,188 students
Basic Process Management
Rating: 4.5 out of 5 (400 ratings)
11,186 students
Learn what are and how to manage Pipefy's key features
How to streamline your business' workflows through easy-to-use features
Gather better insight on building and modeling processes for your company

Requirements

  • This course uses embedded videos in Udemy and PDF files
Description

Through our Process Management course, you will learn about features that can help you streamline your business processes, increase your team’s productivity, and gain valuable hands-on experience building pipes of your own.

By learning about process management and the Pipefy platform’s key features, not only are you growing your resume, but you are also empowering yourself and your team to work faster and smarter!

  • Learn how to model your workflows and build efficient and effective processes

  • Transform manual tasks into automated, smart deliveries

  • Create user-friendly experiences by customizing processes based on “if, then” scenarios

  • Save time by gathering requests from different areas and organize them all in one place

  • Safely centralize the information you want and use it in your workflows

  • Combine, customize, and use your process data to create amazing reports

Join thousands of doers! You will gain valuable and practical skills, while building processes of your own in Pipefy.

All you need to do is sign up for free.

Who this course is for:
  • If you are a Pipefy user, partner or enthusiast, this course is for you!
  • Are you interested in process management tools that can help you to perform better? Enroll today.
Course content
4 sections • 17 lectures • 1h 23m total length
  • Introduction to Pipefy's Basic Process Management course
    00:59
  • Pipefy's Basic Concepts
    08:39
  • Members and Permissions
    04:09
  • Conditionals
    03:44
  • Automation
    04:26
  • Databases
    04:23
  • Reports
    07:01
  • Portals
    09:51
  • SLAs
    03:23
  • Support Tools
    01:54
  • Process Modeling Documentation
    02:58
  • Modeling and Implementation mindset
    05:54
  • Connections
    07:05
  • Apps and Integrations
    03:05
  • Importer (Importer App)
    04:52
  • PDF Generator
    04:42
  • Email Templates
    06:18

Instructors
Customer Success Manager at Pipefy
Victoria Gorges Santos
  • 4.5 Instructor Rating
  • 400 Reviews
  • 11,188 Students
  • 1 Course

Works as a Customer Success Manager at Pipefy, a startup which provides a BPM (Business Process Management) system. Is responsible for customer performance monitoring; driving adoption, engagement, and growth for Pipefy's customers; development of customer retention and nutrition strategies; renewal of plans and up-sell / cross-sell; analyses and monitoring of user experience; recurring communication and interaction with customers; provide adoption, industry and implementation best practices and personalized recommendations to ensure customers maximize value.

Previously worked as an SDR at Pipefy, identifying and qualifying inbound leads around the world, focusing on American and Canadian leads. Also connected potential partner leads with the responsible of the Partnership Area. Besides the sales area, also worked aside the Marketing Team developing new material to be launched.

Studies Advertising at PUCPR leaning to the marketing area, since 2015. Was born in Fort Lauderdale, Florida and recently moved to Curitiba in Brazil.

SQ
  • 4.5 Instructor Rating
  • 400 Reviews
  • 11,188 Students
  • 1 Course
Customer Education @ Pipefy
Isabela from Pipefy
  • 4.5 Instructor Rating
  • 400 Reviews
  • 11,189 Students
  • 2 Courses

Hello! My name is Isabela. I'm part of the Education Team at Pipefy.


Pipefy is a work management platform that helps teams from the most various departments to gain more productivity, increase their workflow's intelligence and also improve communication among teams.

If you want to know more about Pipefy, visit our website or join our community of doers!