Bcc Email feature is available in the Standard plan. What is Bcc Utilizing our Bcc function, you have the option to manually transfer specific email conversations to your CRM. If there are any pertinent (open) deals or contacts in your account, they will be automatically associated. You also have the possibility to manually link the […]

Onpipeline is an easy-to-use online CRM that helps businesses keep track of their sales while keeping customer data well-organized. It allows you to manage customer information, organize tasks, and send messages to many people at once. With Onpipeline, you can see all your customer details in one place, schedule activities, follow up on potential sales, […]

The second page you will see in your settings if you are an administrator is  “company settings”. This page includes your company main setup. Name Simply your company name Time zone Choose your time zone. This is important as all your actions will be saved using this time zone. Also calendar syncs will use this […]

In settings the first page you will see is your personal account. Here you can set your own preferences. Name The name that identifies your account. Email This is your email address, and your login ID. If you change this also your login will change. Preferred Language You can choose your preferred language. Preferred Date […]

* Available to Admins * Users in Onpipeline are part of one or more teams. You can create and edit teams through the teams admin page at any time. Please note that the person who starts the trial account is automatically granted admin rights and is designated as the main user. Any admin user can […]

Onpipeline is organized into Teams. A user can be part of multiple teams. Each team can have one or more team leaders. There is no limit to the number of teams you can create. Admin users can manage teams from the settings section. To add members, use the dropdown menu and click on the (+) […]

Many customers ask us how they can rename the labels in the menu, because they want to customize them according to their business or simply because they would like to give them names they prefer. It’s not exactly a text translation system, but rather a “cosmetic” feature. In settings just locate Rename Labels and choose […]

Configure the Inactivity Timeout to establish a policy for the duration of user inactivity within your organization before automatic sign-out occurs. This feature enhances the security of sensitive company data and provides an additional layer of protection for end users, especially those working on shared devices. By default, in all new accounts, the timeout is […]

* Available to Admins or Authorized Users * Onpipeline comes with a standard Sales Pipeline. You are free customize the number of stages in your pipeline and each title of those stages according to your customers’ buying process. You can also set up multiple pipelines with their own stages and optionally reserve them for a […]

IP restrictions provide an added layer of security and help maintain compliance with data protection regulations. By limiting access to specific IP addresses, you can ensure that only employees within a trusted network, such as your office or a secure VPN, can access customer information. When you activate IP restrictions, users trying to log in […]

Admins and authorized users may customize the way the deal card is presented in the Pipeline view. You can optionally add the linked organization, the linked person and/or a custom field of your choice. In order to customize the deal card just go to Settings and click on “Deal card”, then save the form to […]

These are common actions that could put you at risk of having your password stolen: Using the same password on more than one site Downloading software from the Internet Clicking on links in email messages 2-Factor Authentication (2FA) can keep bad guys out, even if they have your password. With 2FA we add and extra […]

Although you don’t need to know a lot about databases to start working with Onpipeline, it’s helpful to know a few things about how data is organized in the system. Persons Customers / individuals that you are selling to. This table is intended to receive information about the contact person. Any information relating to each […]

Available to Admins or Authorized Users Onpipeline offers a highly customizable approach to sales process management. Default fields are included for deals and contacts, but custom fields can also be created to document company-specific information. These fields can be used for organization and filtering. You can create unlimited custom fields in Persons Organizations Deals How […]

Onpipeline comes with a basic set of event types, but you can create custom activity types – with their own color – to be able to make the CRM more specific to your business. In the example below you will see an extra type named Interview: To create a new activity type: Go to Settings […]

Field Visibility This section allows you to define which  fields will be visible within your account. Admins or users with permissions will be able to reach this area in Account settings > Custom Fields or by clicking a button in contacts and deals IMPORTANT: You are free to remove the visibility of any field, but “Full […]

In your account settings – if you run a “Standard” plan – you will be able to configure the quote management system. Setup can be made for each Team. It means in other words your templates and the rules can be different according to user generating the quote. Here you can: upload your own logo […]

Onpipeline comes with a native storage system, so that you can store all the files you need and attach them to a Deal or a Contact (person or organization). Files are available under your Settings / Manage Files Files can be private (default) or shared. When a file is shared it will be with your […]

Advanced Account required Using this feature is optional, but it can help team members adhere to a standardized process and consistently complete all necessary steps. By associating tasks with the stages of your pipeline, you create a logical and organized workflow: It’s a reference/checklist for the activities to be carried out. It helps the Team […]

If you are an Admin user you will find the link to create and manage automations in the Settings area. All users have a read access to the automations in place, so that the are aware of what is happening in the application. Templates: The automated action will execute only once a day to prevent […]

Pipelines can be used to manage other workflows of your  company such as projects, order fulfillment, or the status of documents such as invoices. Also, you can use multiple pipelines to manage complex sales processes. For example if you want to create a Pipeline to track invoices (or other docs) and keep it separated from […]