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

7

• Customizing Your Opportunities View
• CRM Overview
• Adding People
• Adding Companies
• Creating Opportunity
• How Opportunities, Companies, and People Work Together
• Understanding Pipeline Stages

Client Management

7

• Adding Clients
• Client Profiles
• Client Portal Customization 
• Understanding the Clients Solution
• Imports, Exports, and Search
• The OneSuite Client Portal
• Video Documentation : Client Management

OneSuite Project Management

10

• Laying the Groundwork: Project Creation in OneSuite
• Customize the Project Management Module
• Managing Project Boards in OneSuite
• Subtask Behavior & Movement Management
• Custom Categories, Tags, and Labels in Projects
• Adding Tasks to Boards in OneSuite
• Custom Fields
• Task Templates
• Project Templates
• 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

5

• Gmail and Outlook integration
• 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 

Calendar View

1

• Calendar View

Dashboard

7

• Overview 
• How to Customize Your Dashboard
• Client Portal Dashboard 
• Monitor Documents, Contracts & Marketing Lead Sources
• CRM, Client & Pipeline Widgets — OneSuite Dashboard Guide
• Track Tasks, Deadlines & Project Activity in OneSuite
• Track Revenue Trends, Forecasts & Top Projects in OneSuite