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
CRM 6 CRM Overview Adding People Adding Companies Creating Opportunity How Opportunities, Companies, and People Work Together Understanding Pipeline Stages
Client Management in OneSuite 7 Client Portal Customization Understanding the Clients Solution Adding Clients Client Profiles 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
Time Tracking & Timesheets 4 Invoice Generation from Billable Hours Timesheet Management & Approval Time Tracking in OneSuite Time Tracking & Timesheets
Email Inbox in OneSuite 5 Email Inbox How to Integrate Microsoft Outlook in OneSuite How to Use Email Templates in OneSuite How to Integrate Gmail in OneSuite How to Send and Receive Email in OneSuite
