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Account Settings

Phone Integration – Voip and API

If you are looking for a way to integrate your VOIP system into Onpipeline this document will provide you with some useful information. Make VOIP calls from Onpipeline Within Onpipeline phone number are automatically converted into links. You can use providers or SIP-based phone systems. Admin user can set the protocol syntax in settings/company settings […]

Quote Management Setup

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 will be able to […]

Field Visibility and Column Ordering. Customize your data.

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 Column Ordering The next tab of this area will allow you (Admins or […]

Documents & Files / Google Drive

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 […]

Teams

Onpipeline is organized into Teams. A Salesperson can be part of one or more teams and you can have unlimited teams. Within any team you can appoint one or more Team Leaders. A Team Leader will automatically have access to any information related to the users within the Team and supervise all activities. Admin users […]

Workflow Automation

You can save time on repetitive tasks like manually sending emails or creating follow-up activities. For example you will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically assign a deal to a different owner when the deal is […]

Users

* Available to Admins * Users can be found in Settings.  You can view each user in your  account, including what permissions they have. To add a user simply click on “New User” and fill in the form. Permissions From the Users panel you can set permissions according to your company needs. Permissions will not […]

Custom Fields

* Available to Admins or Authorized Users * We know that some customers may  need some extra fields to meet their company’s needs. If you need a field it can be always created! You can create unlimited custom fields in Persons Organizations Deals With custom fields you will have more information to classify your deals […]

Setup your Pipeline

* 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 […]

API Reference

API is for organizations who would like to connect their account to external applications. Our RESTful API uses a JSON format for input and output. Requests are validated with unique API tokens that can be generated within the Onpipeline application. Complete API Documentation

Onpipeline is a great sales CRM to build and visually manage your sales pipeline, get and organize Leads from 3rd parties through web forms and API, and much more.
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