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Main 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

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 […]

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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