Frequently Asked Questions
Yes, you can search based on type, industry, tags etc. Click on the magnifying glass icon next to the search field. After that, you can choose what you want to filter / search for. Yes, it can be done in two ways. Watch this video to learn how: If you want to add a contact outside of LinkedIn - go to 20NINE and click on the plus sign at the top right corner. Press add contact and enter the information in fields. To send a quote, go to the pipeline and click on a deal. Then click on the document icon above the red area and choose create document. Select a ready quote template or create a new one. Optionally edit any text, click preview and then it's ready to go. We always welcome requests for changes, you are welcome to submit suggestions via our support page. Select the items in the list to be exported. You will find a button with three dots, click on that button and select export to excel. Watch this video to learn how to use call lists: Click on the cogwheel icon and then go to company settings → User rights and select which user rights the user should have and To add a user, you must first change your payment and then go to company settings and add a user. After that, an email that needs to be confirmed within 48h will be sent to the new user (this email may end up in the junk box). Yes, it is possible to send agreements via 20NINE either as a PDF or if you want to create your own quotes in 20NINE. Yes, you can customize your pipelines under company settings. There you can rename, remove and add steps, instructions, set percentages, etc. so that you get one or more pipelines that suit your business. Yes we have an app. Watch our video instructions HERE to see how you can use our mobile app. You contact the support department and we will help you change your e-mail. https://20nine.freshdesk.com/support/tickets/new You can both change the responsible user via mass updates or by updating individual objects. No, you create individual templates for these different objects. The reason is that these three different objects have access to different amounts of data.Can I do specific searches in 20NINE?
Can I change/see who is responsible for the company/customer?
How do I add a contact outside of LinkedIn?
How do you send a quote?
How to suggest changes in 20nine?
How to export data from 20nine?
How do I work with the call list as well as possible?
How do you change the user rights of a user?
press save. After these steps, that person must log out and log in for it to update.How do I add users?
Is it possible to send contracts via 20NINE?
Is it possible to add/remove pipelines?
Is there a mobile app?
How do I change my company email in 20NINE?
Can you change the responsible user for business, contacts, companies, etc.
Can you have the same document template for contacts, companies and business?
Which meetings are synced?
All meetings from 20NINE are synced to O365/ Google Workspace. From O365/Google Workspace - meetings are only synchronized if the person(s) invited to the meeting is also registered as a contact in 20NINE. The meeting will also be automatically linked to the right contact and company in 20NINE.
Which emails are synced?
All emails sent/received with the linked O365 or GoogleWorkspace account and the email addresses in your 20NINE account are synced to 20NINE. It also does not matter where you send from (mobile/computer) as long as it is the linked O365/Google account that is used.
What syncs from Fortnox to 20NINE?
Invoices, customers and articles are synchronized. When you first start the sync, it may take some time before all the data has been synchronized. NOTE. Offers are not synchronized.
What syncs from 20NINE to Fortnox?
Company data, contacts, order lines and products are synced. You can choose which deals/orders to be synced in connection with closing a trade as won or when placing an order.
What can 20NINE create automatically in Fortnox?
What is the recommended workflow with Fortnox?
Are old e-mail conversations also visible in 20NINE?
Are reminders also synced to O365/Google?
Can I see LinkedIn messages in 20NINE?
How quickly does 20NINE sync emails?
How to connect LinkedIn Lead Clipper to Safari / Explorer or other browser?
LinkedIn Lead Clipper is only available on Google chrome.
How do I enable LinkedIn Lead Clipper?
To enable LinkedIn Lead Clipper, go to integrations in 20NINE and click install next to Leadclipper. The module will be added as an extension in Google Chrome. Click the 20NINE icon in Chrome and sign in with your 20NINE account to start using Leadclipper inside LinkedIn.
Can I view email conversations in 20NINE?
How do I enable caller ID of 20NINE in the phone?
Watch this video to learn how to structure your import files: You can both export your 20NINE data to Excel and .CSV files and import data from Excel and .CSV files to 20NINE. You can export all parts of the system, contacts, companies, deals, etc. Mark the rows you want to export and click on the new button that appears above the list. In the menu, select export to Excel. You can export a maximum of 2000 rows at a time and if there are more than 30 marked rows, you will receive an email when the export file is ready to download. Yes, you can import .CSV/Comma separated files into 20NINE. If you convert from Microsoft Excel, and have non-English characters in the file, remember to choose .CSV (UTF8) so that country specific characters do not become strange characters. Feel free to go to videos and watch the import video or the webinars section and watch the import webinar. You can import contacts, companies and prospects.What structure must I have on my .CSV file?
Where are signed documents stored?
Where is the data stored in 20NINE?
If I want to change systems, is it possible to transfer my contacts?
Can I export information from 20NINE?
Can I import information into 20NINE?
What can be imported into 20NINE?
What is the cost per e-signature?
Do all users have to have the same subscription?
How do you end your 20NINE subscription?
Does 20NINE have e-signature?
Can you pay by invoice instead of card?
There are recorded webinars on our website HERE. Yes, go to our support page to create a technical support case. The support is English speaking.Is there a webinar I can watch to get started faster?
Is there a support at 20NINE?