How to complete your pipeMOTION™ account setup

After you create your pipeMOTION™ account and connect at least one email account, you’ll be guided through a few quick setup steps to activate your pipeline.

1. Review and accept our terms

First, you’ll review and accept the pipeMOTION™ Terms of Use and Privacy Policy.

pipeMOTION™ is built with privacy-first principles. Your data is never sold, never used for advertising, and never used to train AI models.

After reviewing the terms, check the box, and click on Accept and Continue.

2. Complete your profile details

Next, you’ll add your basic profile details, including:

• First name

• Last name

• Pronouns

• Mobile phone

• Office phone

These details help pipeMOTION™ personalize your account and ensure your contact information is available where needed.

3. Add your professional information

Then, you’ll add information about your professional role, including:

• Industry

• Industry type

• Title

• License start date, if applicable

• Years of experience

This helps pipeMOTION™ prepare your pipeline based on your professional context.

4. Enter your company information

Finally, you’ll enter your company details, including your company name and address.

When everything is complete, click on Complete Registration.

What happens next

Once your setup is complete, pipeMOTION™ begins preparing your pipeline behind the scenes.

Your Revenue Pipeline System™ (RPS) starts organizing your contacts, communication activity, and follow-up activity so your pipeline is easier to review and manage.