Back to templates

It's time for your pipeline 🧑‍🔧

This onboarding email guides new Pipedrive trial users to customize their sales pipeline setup.Audience: B2B sales teams, SaaS trial usersTactics: visual walkthrough, drag-and-drop explanation, customization encouragementDesign: two-column layout with green highlight section and hero image

Brand
Pipedrive
Email type
Onboarding
Language
en
Added
2026-02-27
Access
Free

Brand

Pipedrive
brand

This template is displayed for design inspiration and research purposes only. All trademarks, logos, and content belong to Pipedrive. Not affiliated with or endorsed by the original sender. Copyright policy

About this template

This onboarding email guides new Pipedrive trial users to customize their sales pipeline setup.
  • Audience: B2B sales teams, SaaS trial users
  • Tactics: visual walkthrough, drag-and-drop explanation, customization encouragement
  • Design: two-column layout with green highlight section and hero image

Tags

#onboarding#saas#casual#single_column#colorful#none#single_button#en#us

Preview

Set up your sales pipeline and get your deals flowing
‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
Pipedrive
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

https://www.facebook.com
https://www.instagram.com
https://www.linkedin.com
https://www.youtube.com

© 2026 Pipedrive Inc. All rights reserved.
530 Fifth Avenue, Suite 802 • New York, NY 10036, USA

Explore more Pipedrive resources
Webinars | Academy | Knowledge Base

Need assistance? Email us at support@pipedrive.com

More templates

Tiny tops 🤝 cool cargos

Tiny tops 🤝 cool cargos

Ends Tonight: Best Brands of Summer Sale

Ends Tonight: Best Brands of Summer Sale

GMC HUMMER X Concept Truck & more

GMC HUMMER X Concept Truck & more

💸 Take an extra 20% off clearance

💸 Take an extra 20% off clearance

Templ8Templ8

Professional email template builder for modern teams. Design beautiful, responsive emails in minutes.

support@templ8.email

Product

  • Features
  • Templates
  • Integrations
  • Pricing
  • Explore

Use Cases

  • Marketing
  • Newsletters
  • Transactional
  • Onboarding
  • Events

Company

  • Contact Us
  • Privacy Policy
  • Terms of Service
  • DMCA Policy
  • Brand Removal
  • Refund Policy

Resources

  • System Status

© 2026 Templ8. All rights reserved.

TwitterAll systems operational
Made with care in Netherlands
Templ8Templ8