Troubleshoot Rolodex ONE administration

This article helps you solve common problems with setting up Rolodex ONE. For problems with users and settings every product shares, see Troubleshoot administration.

A stage can't be removed#

Cause: opportunities are still in it.

Solution: move them to another stage first.

New pipeline is locked#

Cause: more than one pipeline needs the Professional edition.

Solution: see Plans and features.

New leads aren't taken#

Cause: nobody in the chosen sales teams works them, or no team is chosen and there are no managers.

Solution: check Sales teams under Leads. See Set up leads.

A manager can't see their team's contacts#

Cause: a manager sees the contacts of people who report to them, or of the team or department they lead.

Solution: set Reports to on People, or make them the team's lead on Teams.

Add currency is locked#

Cause: several currencies need the Professional edition of Rolodex ONE.

Solution: see Plans and features.

Get help#

If your problem isn't listed, contact ONEConsult.NET Ltd. support.