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Calendar & Events

Calendar Overview

Onpipeline includes a calendar where you will store all your activities (Events). Each user (seat) has its own calendar (1 user = 1 calendar). An Event in the calendar can be a Task Call Email Meeting Deadline You can even create your own activities How to add events An event can be added from different […]

Create (update) Events

When you create an event the first thing to do is to choose the event type (Task, Call, Email, Meeting or Deadline). Title – This is the Event Name Day – If selected it creates a full day event From/To –  Choose the date and time of the event. Where – Select the location (i.e. […]

Events reminder – email

Onpipeline automatically sends you a “Daily Agenda” every day at 5AM, based on your time zone. This Email reminder includes all your events of the day.

Calendar Sync (Google, Microsoft Office 365)

With several different calendars there is the risk of missing an appointment. With Onpipeline you can connect to your Gmail or Microsoft Calendar in a 2-way replication. It means that you can add events to Onpipeline and find them on the connected Calendar and vice-versa. You can connect with your external calendar in Settings / […]

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.