OneSuite 101

6

• Introduction
• Understanding OneSuite’s Structure
• How Solutions Work Together
• Navigating OneSuite
• All OneSuite Capabilities
• OneSuite Glossary

Quick Start Guide

7

• Setting Up Your Business
• Adding Your Payment Methods
• Inviting Team Members
• Adding Your First Leads
• Adding Your First Client
• Giving Your Client Portal Access
• Sending Your First Proposal

Lead Pipeline Management

9

• Installing and Using OneSuite Lead Grabber Chrome Extension
• Add your Leads in OneSuite
• Creating Company Information
• Creating Industry, Sources, and Tags in OneSuite:
• Never Miss an Update: Setting Tasks
• Add your Leads in Bulk
• Lead Grabber to the Rescue!
• From Lead to Client
• Video Documentation: Lead Pipeline

Client Management in OneSuite

5

• Building Client Profiles
• Managing Client Information
• Imports, Exports, and Search
• The OneSuite Client Portal
• Video Documentation : Client Management

Manage your Projects Effortlessly

7

• Subtask Behavior & Movement Management
• Laying the Groundwork: Project Creation in OneSuite
• Managing Project Boards in OneSuite
• Adding Tasks to Boards in OneSuite
• Lifesaver:Templates in OneSuite
• Custom Categories, Tags, and Labels in Projects
• Video Documentation : Project Management

Documents

5

• Overview
• Creating a Document from Scratch
• Uploading a PDF Document
• Sending Documents to Parties to Sign
• Signing a Document

OneSuite's Team Management

4

• Inviting Collaborators in OneSuite
• Creating Personalized Departments in OneSuite
• Managing Team Members in OneSuite
• Video Documentation : Team Collaboration

Invoices & Payments

7

• Access & Navigation
• Invoice Settings & Customization
• Create One-time Invoices
• Creating Recurring Invoices
• How to set taxes on your invoices
• How to Add Direct Bank Transfer Instructions to Your Invoices
• How to Customize Invoice Email Messages