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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
14 results
Getting started
Your account, navigation and preferences.
- Find a feature in the Help CenterFind guides by screen name, action or words used in the instructions.
- Browse topics and clear filtersFind the right topic and expand the list when the preview does not show every guide.
- Find guides with videoFilter the Help Center to find articles with an available walkthrough.
- Change the Help Center languageSwitch between Portuguese and English while keeping the article you are reading.
Sales pipeline
Pipelines, stages, deals and follow-ups.
- Create a sales or service pipelineThe new pipeline appears in the selector with your configured stages.
- Rename a pipelineThe pipeline name is updated without recreating its stages or deals.
- Add a pipeline stageThe new stage is appended to the pipeline.
- Change a stage name and colorThe pipeline column uses the updated name and color.
- Reorder pipeline stagesStages appear in your chosen order.
- Add a deal manuallyA manual deal is created in the selected stage.
Tasks
Due dates, assignees and deal activities.
- Complete or reopen a deal taskYou switch the task between open and completed.
- Create a task without a dealThe standalone task is created without opening a deal.
- View your tasks or another person’s tasksThe list and totals reflect the selected assignee.
- Track overdue, today, upcoming and undated tasksOpen tasks are organized by due date.