Administration
Expenditures
Tracking expenses in 1Stop can help your team stay organized, manage job costs, and ensure accurate reporting. The Expenditures module is where you can log and categorize any business-related spending tied to jobs, vendors, or general company ...
Offboarding Employees
Offboarding an Employee in 1Stop: Step-by-Step Guide This article walks you through the steps for offboarding a user in 1Stop. Each section expands to provide more details. 1. Update the employee record to mark the user as Resigned or Terminated. ...
Onboarding Employees
Onboarding a New Employee in 1Stop: Step-by-Step Guide This article walks you through the steps to onboard a new user to 1Stop. Each section expands with more details. 1. Create the Employee Record – Start by setting up the employee’s profile in the ...
Analytics Overview
1Stop comes pre-configured with all of the industry-specific dashboards you need to run your business and make data-driven decisions for how to add to your bottom line. And if you don't see something you are looking for, the powerful Analytics module ...
Add New Users
Follow the order and instructions below to add new users to 1Stop. Mike - In the future, we'll have our clients create the employee record first (and this will be a public article) but we still have some work to do before we can launch it. 1. Invite ...
Auto-Import Process for Lead Aggregators
1Stop seamlessly imports Leads from any Lead Aggregator. Follow these steps to onboard a new Lead Aggregator: 1. Request Webhook URL: Submit a customer support ticket to 1Stop requesting a Webhook URL for the Lead Aggregator. Please allow 24-48 hours ...
Group Calendars
Consolidate the schedules of all members of a Group into a unified calendar, facilitating easy identification of open time slots for collaborative scheduling and streamlined meeting planning. Below, we focus on how to access and use Group calendars. ...
Create Groups
In 1Stop, you can create different groups (set of users) to manage shared records. These groups can be used to organize team sales, support, event coordination by marketing teams, and more. Users within a specific group can access and manage records ...
Text Messaging Overview
Texting is one of the fastest and most direct ways to connect with customers. With 1Stop, you can send and receive text messages right from a contact record — and even automate texts to go out as soon as a lead enters your system. This guide walks ...
Profiles, Roles and Data Sharing
Introduction Your administrator will assign you a Profile, Role, and Data Sharing access based on your position within the organization. Together, these settings determine what you can see and do in 1Stop—based on your specific responsibilities. For ...
Email Overview
1Stop Install provides robust email solutions. Click on a subject below to learn about Compose Settings, that allow you to update what email address users use to send emails, choose fonts and update signatures; Organization Emails, which creates a ...
Tasks Overview
A Task is a specific piece of work or activity assigned to someone to be completed within a certain timeframe. In 1Stop, Tasks appear on the record’s Home page, the task owner’s calendar, and in other related records. When creating a Task, you'll ...
Tags Overview
The primary purpose of using tags in 1Stop is to help you categorize and prioritize records so that you can fetch them easily. You can add tags to individual records, or add them to a group of records at one time. Some of the key actions you can ...
Add New Users
Introduction In this article, we cover how to invite users to Sign-up for 1Stop. We also cover how to resend invitations, if necessary. Send Invitation Instructions 4. Enter the New User details, then Save. 2. After Saving, an email invitation will ...
Popular Articles
Designate as Do Not Contact
You may want to designate a contact as Do Not Contact for a variety of reasons. Most often they requested not to be contacted by your company again, but they could also be someone your company simply prefers not to work with again. 1Stop has ...
Setting up Data Sharing Rules
Introduction By default, access to records in 1Stop is set as private, ensuring that only the record owner and their respective superiors have access to those records. However, by utilizing Data Sharing Rules, you have the ability to expand access ...
Data Backup
Introduction Data backup is a fundamental aspect of data management and security. It helps prevent data loss and ensures that you can recover your data when needed. Setting Up Data Backup Preferences In 1Stop, you can decide when to create backups of ...
Storage
Introduction To maintain a clean and efficient system, and ensure you do not exceed your storage limit, it is crucial to monitor the data entered and stored in your 1Stop account. The storage space in 1Stop is divided into two categories, Data ...
Recycle Bin
Introduction Any records and files that are deleted from your 1Stop account will be stored in the recycle bin. You can recover these records from the recycle bin for up to 60 days, after which they will be permanently deleted from your account. ...