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

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. […]

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 / […]

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.

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.