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, Deadline, etc.) Type – Task, call, email, meeting, deadline – You can create your own activities Title – This is the Event Name Day – If selected it creates a full day event (*) From/To […]

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 / […]

Calendly – Onpipeline Integration

What is Calendly? With Calendly you can make scheduling with your clients. You can increase your velocity by scheduling meetings with leads! With the Calendly integration, you can automatically: Create meetings in your Onpipeline calendar when clients schedule on Calendly. Update the calendar event on Onpipeline when a meeting is rescheduled or cancelled. Create the […]

Boost Your Sales! Build and visually manage your sales pipelines! Get activity planning, lead and contact management, offer management, and much more.