Course curriculum

  • 1

    1. Introduction to Pipeline Management

    • 1.1 Welcome!

    • 1.2 Overview of Course

  • 2

    2. Pipeline Overview

    • 2.1 Pipeline Overview

    • 2.2 Goals of Pipeline Management

    • 2.3 Test Your Knowledge: Definitions

    • 2.4 Reflection: Pipeline Management Challenges
  • 3

    3. Organization

    • 3.1 Organization Overview

    • 3.2 Salesforce

    • 3.3 Reviews

    • 3.4 Coordinating the 'SA- Pipeline Overview' Dashboard with 'Reviews'

    • 3.5 Reviews in Action: Utilizing Task Features in Verification

    • 3.6 [Optional] Supplemental Project Management Tools

    • 3.6a [Optional] Trello for Process

    • 3.6b [Optional] Trello How-to (watch until 1:34)

    • 3.6c [Optional] Asana How-to

    • 3.7 Test Your Knowledge: Application
  • 4

    4. Time Management

    • 4.1 Time Management Overview

    • 4.2 Calendar Tips

    • 4.3 Test Your Knowledge: Application
  • 5

    5. Communication

    • 5.1 Communication Overview

    • 5.2 Using the Salesforce Extension in Gmail

    • 5.3 Communicating with the Impact App

    • 5.4 Test Your Knowledge: Communication
  • 6

    6. Conclusion

    • 6.1 Reflection: Pipeline Vision

    • 6.2 Tools & Resources