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 […]
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 […]
Are you selling to different countries? Onpipeline allows you to select the currency of your quote, and more! While creating a quote in a currency that is not your default currency, the price of the product that you select from your price book is calculated on the fly and shown on the page. Currency exchange […]
This function is useful if you have different Pipelines and need to move a deal to another pipeline for any reason. You can move a deal to another pipeline from the deal page, simply click on the Pipeline name and select where you want to move the deal. Note: if you are an admin user […]
With Advanced Plans Admins can assign sales goals to reps or teams for a time period. You can set unlimited goals on the same period and filter your goals by pipeline or deal category. As a sales rep you will see your goals in the report section of your account.
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 […]