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Pipefy for Customer Onboarding

  • August 27, 2020
  • 1 reply
  • 352 views
Pipefy for Customer Onboarding
giulia-saldanha
Pipefy Staff

Heeeey everyone! How are you today?

 

My name is Giulia, and I’m part of the Solutions Design team from Pipefy, and today I would like to share another use case to be managed with our platform.

Did you close a new deal? Want to manage the onboarding of this new client, making sure that they will be onboarded in the correct way, following all the necessary steps?

 

I recorded a video showing how to manage the Customer Onboarding process with Pipefy. You can take a look at the video below!

https://www.youtube.com/watch?v=kk6S06y8tjQ&list=PLtQEeaQBBuyTCJtU-dWXsSDFSJJLFy7Oj&index=7&t=0s

 

Any questions let me know!

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1 reply

  • Regular Participant
  • 2 replies
  • September 30, 2020

How Cool! My name is Eder and we work with this in my company. Such a great engine.


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