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Deals Overview

Deals represent your sale opportunity. In other words “your sales project”. You can easily create a deal from the application. Deals can be linked to a person (your contact for the deal) and an organization. The organization is normally the one to which the contact person belongs but you are free to link the deal […]

How to add a deal

You can add a deal starting from different locations within Onpipeline. Deals can be added directly from the deal area or from person and organization panels. When you add a deal you can connect it to the person and the organization and optionally set information like the value and expected closing. It’s important that you […]

Manage your Deals

Once your deal is created you will move it  with a simple drag along the pipeline according to the progress you have achieved.   We will show the deals depending on the activity you have scheduled.   When you start dragging a bar will appear on the bottom of the page, with options to mark […]

Deal Card Elements

Admins and authorized users may customize the way the deal card is presented in the Pipeline view. You can optionally add the linked organization, the linked person and/or a custom field of your choice. In order to customize the deal card just go to Settings and click on “Deal card”, then save the form to […]

How to order deals in the pipeline

You can organize your pipeline to show the deals that requires your  attention, depending on the activity or how you are more comfortable. You can move a deal up and down on a stage based on its importance or simply based on your own criteria, this is what we call “custom order”. Also, you can […]

Link Person and Organization

Each deal can can be linked to a contact person and organization. It can be done from the deal page at anytime, or when the deal is created. You are free to link any person and/or organization, no matter if they are linked to each other. You may link a contact person from another company. […]

Shared (or private) Deals

You can decide whether to share a Deal with other users when you create the Deal and you can change this setting from the deal page at anytime. By default a deal is “shared with al users” but you can decide to choose other options: “Not Shared” –  You are the only one who can […]

Deal Categories (classify your deals)

Deal Categories help you organize/classify your deals, if you need more info you can always add some custom fields to the deal. Deals can be connected to one or more product/category that Admins can add through your account settings. Once products are added to Onpipeline, you will be able to add them (one or more) from […]

Nested Sales Process – Steps in each Pipeline Stage

Advanced Account required You can create workflows for your sales reps and associate them with a Pipeline. The steps of the sales process can be associated with each stage of the Pipeline creating a logical path. Once you create the steps you will see something like this in your deal page. In the example Incoming […]

Quote Management

Onpipeline simplifies the sales process with a great quote management module (included in any standard plan). Professional sales quotes can be easily created from deals in 2 minutes, with the option to export as a PDF or send the offer from your email address. Quote management is enabled in your settings you will see a […]

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.