Troubleshoot Rolodex ONE

This article helps you solve common problems in Rolodex ONE. For problems with signing in or the menu, see Troubleshoot.

A colleague's contact isn't in my list#

Cause: contacts are private to their owner, the owner's manager and leads, and those they're shared with.

Solution: ask the owner to share it with you. See Who sees what in Rolodex ONE.

"A contact with this email address already exists"#

Cause: another contact has that email, maybe one you can't see.

Solution: ask a manager or your administrator to find it, and ask its owner to share it.

"This lead can't be taken"#

Cause: it's someone's already, or you aren't one of the sales staff.

Solution: ask your administrator which teams are the sales teams.

"Take the lead first: then it can be qualified"#

Cause: only the person working a lead can qualify it.

Solution: open the lead and select Take it.

I can't import contacts#

Cause: only managers and administrators can import contacts.

Solution: ask a manager to import the file.

I didn't get a reminder for a follow-up#

Cause: reminders come once, on the due date, in the app; email is off unless you turn it on.

Solution: on Notifications, turn on Email for "A follow-up of yours is due".

Add opportunity is unavailable#

Cause: your organization has no pipeline yet.

Solution: ask your administrator to set one up.

Get help#

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