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Getting Started

This page shows admin users how to get started with Onpipeline in a few simple steps.

✓ Build your Team(s)

  1. Add your co-workers accounts (Users)
  2. Organize your Team(s)

✓ Connect Your Emails

  1. Email Overview
  2. Connect your Email

Emails are not included in the Pipeline Plan.

✓ Create one or more Contacts

  1. Add a Contact OR
  2. Upload Contacts from CSV

✓ Create and mange a Deal

  1. Add a Deal
  2. Manage a Deal

✓ Creating Events (Activities)

  1. Create/update an Event (Activity)
  2. Google and Microsoft Calendar Sync (optional)

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.

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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