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Contacts/Leads

Contacts Overview

Contact database in Onpipeline is organized into Persons Organizations Leads IN Persons and Organizations can be easily linked within the application from the Person page. A person can belong to one organization at a time. If you wish to keep track of additional organizations linked to the person you can easily do it with custom […]

Adding Contacts

Contacts are the People or Organizations you’re selling to. You can access your contacts through the Persons or Organisations Tabs. Contacts can be added: by clicking the button “New Person” or “New Organization” on the fly when adding a new deal directly when linking contacts to a deal from an email message Once you have added a new contact you […]

Import (Upload) Contacts

* Available to Admins or Authorized Users * You can upload contacts to your Onpipeline  account directly from a file on your hard drive. The file must be CSV UTF-8 with a .csv name extension (delimited with comma or semicolon). In order to upload just go to Settings / Import contacts Your CSV file must […]

Integrate Your Website Leads

Once a lead is generated on your website there are different approaches your can consider to send it to your CRM if you don’t want to add it manually. Web Forms The easiest way that does not require a developer is to use web forms that will automatically generate a lead in your CRM Leads […]

Leads IN (Lead Generation)

You can route your new Leads from Web Forms or API to a dedicated Layer where you or any user with specific permissions will be able to review and import the contact OR import the contact and create a Deal. A great advantage as you don’t want all forms submitted to create a new contacts before […]

Lead Sources

With Onpipilene you will be able to create as many Leads Sources as you need. You will then be able to provide them with dedicated web form and/or a dedicated access to your API. This tool particularly useful in online marketing when you receive leads from external companies. Source ID: It can be used in […]

Lead / Contact Scoring

Lead scoring is used to rank prospects against a scale that represents the perceived potential. Lead scoring ensures that sales preps go first for leads that are qualified by their scores. With Onpipeline you can choose the scale you prefer and even have more than one score. This is achieved by setting custom fields. You […]

Web Forms

Our web forms allow you to generate quality leads. You can generate web forms in just a few clicks, have them hosted at Onpipeline or copy them into your website. Web forms are fully customizable with your own colors, logo, etc., and will automatically create a new Lead. Also, each web form can be linked […]

Send Bulk Emails to your Contacts

* Advanced Plan required * Get the most out of your business emails. Find recipients using filters in list views, select them and use custom templates. You can track the status of your emails and schedule them to be sent at convenient times. Once you have selected your list, click again on the “Bulk Email” […]

Search Filters

We help you obtain a personalized view of your contents. Onpipeline allows you to create your own search filters and save them at user level. Filters are accessible from contacts and deals by clicking on this icon: Once you open the filter page you will be required to save a filter name. By clicking on […]

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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