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Main Settings

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

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 […]

Invoices Overview

Onpipeline offers a complete invoicing software. The features we offer, which are in any case constantly evolving, allow you to manage billing within our platform without the need to integrate external systems. We offer fully-customizable templates to add your logo, personal messages, layout and a colour scheme specific to your business. You can: Send invoices […]

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. Permissions From the Users panel you can set permissions according to your company needs. Permissions will not […]

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 in the Menu

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. In settings just locate Rename Labels and choose the names you like best. The only limitation is given by 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 […]

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 Specific customers / individuals that you are selling to. Any information relating to each contact such as scheduled events,  emails, notes, etc., will be […]

Custom Fields

* Available to Admins or Authorized Users * We know that some customers need extra fields to meet their company’s needs. If you need more fields please know you can customize your database at anytime! You can create unlimited custom fields in Persons Organizations Deals With custom fields you will have more information to classify […]

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

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 […]

Nested Sales Process – Steps in each Pipeline Stage

Advanced Account required You can create workflows for your sales reps and associate them with a Pipeline. The steps of the sales process can be associated with each stage of the Pipeline creating a logical path. Once you create the steps you will see something like this in your deal page. In the example Incoming […]

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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