Quickstart: Set up Rolodex ONE

In this quickstart, you set up your sales pipeline and choose who works new leads. It takes about 10 minutes.

Prerequisites#

• The Admin role.
• Your people, with their managers and teams. See Quickstart: Set up your organization.

Set up your pipeline#

1. In the menu, under Administration, select Business rules.

2. Under Sales pipelines, choose the pipeline, rename its stages to match how you sell, and mark which stages mean Won and Lost.

3. Select Save pipeline.

   

Choose your sales teams#

1. Under Leads, tick the teams that work new leads.
2. Select Save sales teams.

Next steps#

• Set up sales pipelines
• Set up leads