Pipedrive Onboarding Email Template — It's time for your pip…

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Let's pep up your pipeline

Hi Matt,

It's now time to set up your pipeline! It's going to be your central hub for managing all your sales opportunities and you're going to see it a lot from now on. 👀

Customize your pipeline

A sales pipeline is made up of stages, which are the important steps of your sales process and deals, your active sales opportunities.

It's easy – just drag your deal through each stage of the pipeline until it's won. That's how progress happens.

We've set up a simple pipeline to get you started, but customizing it to match your sales process will make it even more powerful. 🏋️

So what are you waiting for? Make it your own!

All the best,
The team at Pipedrive

Explore more Pipedrive resources
Webinars | Academy | Knowledge Base

Need assistance? Email us at support@pipedrive.com

Frequently asked questions

What's the intended audience?

B2B sales teams and SaaS trial users setting up their first sales pipeline.

Why visual walkthrough over text instructions?

Visual guidance reduces cognitive load and makes abstract setup steps concrete, increasing onboarding completion rates.

How does the design encourage action?

The green highlight section paired with a hero image draws attention to customization steps and prompts user interaction.

Is this template reusable?

Yes—the two-column layout with hero image and highlight section works for other onboarding flows, though the drag-and-drop focus is pipeline-specific.

Preview

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