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FAQ

Can I upgrade and downgrade?

Upgrades and downgrades of your account are always possible within your billing area, even during your  (free) trial. You can add or remove seats at anytime. Any account change will be automatically prorated and billed at the end of the billing period. If you downgrade you will immediately loose features and data, please pay attention.

Where can I find my Invoices?

You can always find your invoices in the billing section of your Onpipeline account (only admins have access to this area). All invoices will be available within a few hours after your credit card has been successfully charged. Moreover, the billing contact email address automatically receives a pdf invoice.

What happens if I subscribe before my trial period ends?

You may subscribe at anytime during your free trial. Onpipeline simply registers your order and will bill you only once the trial period expires. In other words, if you subscribe before you will not lose the remaining free days.

I Need Help! How Do I Contact the Support Team?

Our friendly  team is always happy to help you with any questions that you may have!

The easiest way to reach the support team is by using our live chat (the chat box is in the bottom right corner when we are online). Through live chat, our support team  make the troubleshooting process a smooth, pain free experience. Alternatively 24/7 you can submit a request or send an email  to suppport@onpipeline.com

Working hours / availability:
M-F : 9AM to 6PM GMT+1
Email support: 24/7

We encourage the use of emails for any technical issue as it will help us provide you with a more precise and quick answer (with links and examples).

Please always provide your ID

You may experience slight delays in response times outside of normal weekday support hours. We are working hard to extend our support hours!

Where do I find my ID?

When you contact support please provide both you User ID and your Organization ID. You can find your ID by clicking on the top right corner of your Account.

Can I add multiple persons to a deal?

A deal can only have one linked Person or Organization. If you need more people linked to a deal they can be added as persons “involved”. Persons involved  are not  linked to the deal like the main contact, but this feature will allow you to have a complete view of all the persons that are participating.

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 all its data will be permanently removed. This means that we will remove all its settings. If there are any Events or Deals connected to that user, they will remain orphan but always available to Admins, or other authorized users.

Can I see my phone calls in Onpipeline?

Onpipeline provides you with API that you call center can use to upload phone calls. We will match calls (in/out) with your contacts phone numbers and – if they match – you will see them in the contact or deal page below  “History/Tel”. Your call center can also upload a mp3 file with the recording that you may listen directly in Onpipeline.

Is it suitable for my Industry?

Yes, the Onpipeline CRM can be customized to meet any industry needs. You can setup your pipelines and stages to fit in your sales processes. Also, our database is customizable, you can add any information with custom fields.

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 destination field on Onpipeline. Custom fields may help you import important information about your customers.

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 ends. If you don’t subscribe we’ll delete your data after the trial ends.

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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