Main Settings

This information will help administrators set up their account according to their needs.

What is Onpipeline?

Onpipeline is a cloud-based customer relationship management (CRM) software. It provides a comprehensive set of tools for managing sales processes, including contact management, lead tracking, pipeline management, and reporting. Here are some of the key features of Onpipeline: Contact management: Store and manage information about your customers, including their contact details, company information, and purchase history. Activity Management: Track […]

Company Settings

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 […]

Your account

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 accont Email This is your email address, and your login ID. If you change this also your login will change. if you change this in error your administrator can fix […]

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. Onpipeline is organized into Teams. A user can be part of one or more teams and you […]

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. Team Leaders […]

Renaming Labels

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 […]

Bcc Email

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 […]

Deal Card Elements

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 […]

IP Restriction

Admins of an Advanced plan have the ability to define specific IP addresses which will be able to access the account. This is useful if want to restrict account access to users from a specific location (e.g. your office, a VPN, etc.). Any user attempting to log in with an IP address that does not […]

Pipeline Setup

* 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 […]

How is data organized?

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 […]

Custom Fields

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 With […]

Calendar custom activity / event types

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 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 IMPORTANT: You are free to remove the visibility of any field, but “Full […]

Quote Management & Pricebook

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 upload […]

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 […]

Complex Sales Process – Tasks in each Pipeline Stage

Advanced Account required It is not mandatory to use this feature, but it could be helpful in assisting team members to follow a standardized process and consistently follow all steps. Tasks can be associated with the stages of your Pipeline creating a logical path. You can create a different workflow in any Pipeline. Once you […]

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 […]

Use Pipelines to manage other workflows or complex sales processes

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 […]

Two-Factor Authentication (2FA)

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 […]

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