This page shows admin users how to get started with Onpipeline in a few simple steps.
✓ Basic Configuration
- Your Personal Account
- Company Information
- Customize your Pipeline(s)
- Add your co-workers accounts (add users)
- Build your Teams
- Customize database / Custom Fields
- Rename Labels
✓ Create one or more Contacts
✓ Create and mange a Deal
✓ Creating Events (Activities)
✓ Connect Your Emails
Emails are not included in the Pipeline Plan.
✓ Phone Calls and Onpipeline
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 firstname.lastname@example.org should you have any questions.