Rolodex ONE administrator guide overview
Updated October 31, 2026 · Applies to Rolodex ONE 1.34
As a Rolodex ONE administrator, you set up how your organization sells: its pipelines and stages, who works new leads, and the fields kept on contacts and companies. Users, people, teams and currencies are set up the same way in every product: see the Platform ONE administrator guide.
Key capabilities
- Sales pipelines: one or more pipelines, each with its own stages.
- Leads: the sales teams who take new leads, how long disqualified leads are kept, and the reasons for disqualifying.
- Contact fields: your own fields on contacts, companies and leads, designed in Studio.
How it works
Rolodex ONE uses what you set up in Platform ONE:
| Platform ONE setting | What Rolodex ONE uses it for |
|---|---|
| People | A person's Reports to manager sees their contacts, leads and opportunities. |
| Teams | Team and department leads see their people's records; sales teams take new leads. |
| Currencies | Values of opportunities, in several currencies on Professional. |
| Email sync | Emails with contacts on their timeline. |
| Business rules | Contact fields, Leads and Sales pipelines. |
Who can use it
Only administrators change pipelines and lead settings. Administrators also see and change every contact, lead and opportunity.