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 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 […]

* 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 […]

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 […]

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 […]

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 […]

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 […]

* 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 […]

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 With […]

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 will be able to upload […]

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 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 […]

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 […]

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 […]

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 […]