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Main Settings

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 […]

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 […]

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 […]

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 […]

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 […]

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 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 […]

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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