Our tables are horizontally scrollable without scrollbar. You can always scroll by using the arrows on your keyboard (click on the table to select the section, then use the keys). On a Mac touchpad yo...
How can I have a BCC Address for Onpipeline?
There is no bcc feature in Onpipeline, but you can create a bcc by using team emails. Here’s how you could do it: 1. Create an IMAP account on your email server, for example crmsalesteam@yourdom...
Can I assign a deal to another user?
The owner of the deal can assign the deal to another user. Team sales leaders and administrators can do this too. What is not allowed is that a user assigns another user’s deal to himself. In th...
I can’t find emails sent from Onpipeline. What can I do?
If you can’t find the email massages you sent from Onpipeline, possible reasons are: you deleted the “Sent” folder on your IMAP server you un-flagged the “Sent” folder in...
What happens when I delete an email message?
From Onpipeline you can delete any email message. This action, unless your provider has some special blocks, will also delete the message on your email server. If you delete the message from your serv...
How can I add new Leads to Contacts database?
You have different ways to create contacts in your database. Apart from doing that manually from the UI, you can use the Leads IN module and create Leads on your website by using web forms and/or API....
Can other users see all my emails after the sync?
Personal Email As far as personal email is concerned the short answer is No! Your emails can be viewed only by you. There is an exception for email messages that are linked to Deals or Contacts. In th...
What happens to my data when the trial ends?
The trial account is a fully functional account with a free period. If you want to continue with your data and settings, just to the Billing section of your account and subscribe before your trial end...
Can I import Facebook Leads into Onpipeline?
Yes you can import your Facebook Lead Ads . You can automate the process by using Facebook API and Onpipeline API together. Your script can connect to Facebook and upload to Onpipeline automatically....
How can I migrate data from my current CRM?
In just a few clicks, your contacts can be imported into Onpipeline. You can import a csv spreadsheet with your information as explained here. You will be able to map each column to the corresponding...
Can I duplicate (clone) a deal?
Yes. If you need to duplicate a deal you can do it with a single click from the deal page.
Why when I download data to Excel columns are not formatted?
CVS files generated by Onpipeline are comma separated, according to the standard https://www.ietf.org/rfc/rfc4180.txt. If you open the CSV file in Excel and the data is not formatted automatically (al...
How can I remove a user?
User can be removed in settings / users. If you you want to remove the user from your subscription (you don’t need the seat anymore) it can be done in the billing area. When you remove a user al...
Can I add fields to the Deal Card in the sales pipeline view?
Yes! We can add more information to the deal card of your pipeline view. At the moment you can add the following fields Organization Name and/or Person Name and/or A custom field of your choice Exampl...