Rolodex ONE user guide overview
Updated October 31, 2026 · Applies to Rolodex ONE 1.34
Rolodex ONE keeps the people and organizations your organization deals with, and everything that happens with them. It follows a relationship from the first lead to won business.
For signing in, the menu and your profile, see the Platform ONE user guide.
Key capabilities
- Contacts and companies: the people you deal with, the organizations they belong to, tags, and your organization's own fields.
- Timeline: notes, calls, meetings, emails and documents on each record.
- Follow-ups: what to do next, and when, with a reminder on the day.
- Leads: possible business that isn't vetted yet, taken by the sales staff, then qualified or disqualified.
- Opportunities and pipeline: possible business by stage, with its value and expected close.
How it works
A lead that's qualified becomes a contact, a company and an opportunity. Contacts are private by default: you see your own, your team's if you lead it, and those shared with you. Companies are seen by everyone. See Who sees what in Rolodex ONE.
Who can use it
Everyone with the Admin, Manager, Reception or Staff role sees Contacts, Companies, Leads, Opportunities and Pipeline.