Reports Overview

Sales reps can track their results and managers can see their team’s performance. You can see deals and activities across time or any data point you want. Create charts to view the team members that bring more revenue, understand the reasons behind your data and make corrections to your sales process. The reports have several […]

Hey! Virtual assistant

Hey! is a virtual assistant integrated into Onpipeline, providing real-time updates and guidance. It continuously tracks your progress, ensuring you never overlook important tasks, maintaining pipeline efficiency, and capitalizing on every opportunity. Think of Hey! as more than just AI – it’s powered by cutting-edge algorithms meticulously crafted by our skilled engineers. The result? A […]

Download data from Onpipeline

Only admins can download to a file. By default users can’t download unless they are authorised to “Export data”. You can download your data into a CSV format – that can be also imported to Excel – from the following list views: Persons Organizations Deals On order to download data you just need to click […]

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