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 How to add events An event can be added from different places within your account. From your calendar tab […]
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. […]
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.
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 / […]