Getting Started
This page shows admin users how to get started with Onpipeline in a few simple steps.
✓ Build your Team(s)
✓ Connect Your Emails
Emails are not included in the Pipeline Plan.
✓ Create one or more Contacts
✓ Create and mange a Deal
✓ Creating Events (Activities)
Once you are done with this basic setup you may want to read more about customising your pipeline or about custom fields to meet your company’s needs.
Also, you might want to read more about integrating your CRM with external apps.
Please see our Knowledge Base and/or contact our support team at support@onpipeline.com should you have any questions.