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
You can even create your own activities
How to add events
An event can be added from different places within your account. From your calendar tab or directly from a deal or a contact. When you add an event from a deal or a contact it will be automatically linked to the proper contact or deal.
Calendars are also accessible by Team Leaders of the team where the user belongs and Admins. If you are a team leader or an administrator and want to access a member’s calendar go to https://app.onpipeline.com/calendar/ click on “Your Events” and select the name of the user. If you want to save an event in the member’s calendar just add it like you do in your own calendar.
Both team leader and admin can add events to a user’s calendar, but only user and admin can modify an event created by a user.