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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...

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...

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.
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