# OneUp Sales Help Center

> Help center for OneUp Sales

## Dashboard

- [Get Started: The Dashboard](https://help.oneupsales.io/en/articles/9036843-get-started-the-dashboard.md): Learn all about how to customize the dashboard to show the data that matters to you.
- [Managing Dashboard views](https://help.oneupsales.io/en/articles/11848150-managing-dashboard-views.md): How to share the dashboard with users, teams or the entire company and give edit access to other users, for collaborative editing.
- [Team and Company data on Dashboards](https://help.oneupsales.io/en/articles/6226785-team-and-company-data-on-dashboards.md): Making use of the Entity filter on the Dashboard
- [Viewing Leagues and Missions from the Dashboard](https://help.oneupsales.io/en/articles/4835865-viewing-leagues-and-missions-from-the-dashboard.md)

## Reports

- [Creating a report](https://help.oneupsales.io/en/articles/9246121-creating-a-report.md): Create a report from scratch with our intuitive reporting suite. It's never been easier to get insight into your data!
- [Managing existing Reports & Charts](https://help.oneupsales.io/en/articles/9246624-managing-existing-reports-charts.md): View, amend, share, favorite and delete your saved content.
- [Using Charts to visualize data](https://help.oneupsales.io/en/articles/10085490-using-charts-to-visualize-data.md): Visualize your data using charts and share these with others in the business
- [What is Performance Insights?](https://help.oneupsales.io/en/articles/9538702-what-is-performance-insights.md): Go beyond just tracking your data and truly understand where to focus your time and resources, to drive results
- [Reporting on Clients, Jobs, and Candidates](https://help.oneupsales.io/en/articles/9540042-reporting-on-clients-jobs-and-candidates.md): With this add-on product, we’ll bring additional functionality to your recruitment reporting.
- [The Job Pipeline](https://help.oneupsales.io/en/articles/9776005-the-job-pipeline.md): Find out what it is and how best to use it to understand the health and status of your jobs.
- [Customize your Job Pipeline](https://help.oneupsales.io/en/articles/11419351-customize-your-job-pipeline.md): Customise your OneUp Job Pipeline to accurately track stages, conversion rates, and integrate CRM data for precise forecasting.
- [Job Pipeline: Fees & Pipeline Value](https://help.oneupsales.io/en/articles/11641664-job-pipeline-fees-pipeline-value.md): Find out how job fees are used in the Job Pipeline, and where we get fee data from within your CRM.
- [The Drill Down Modal](https://help.oneupsales.io/en/articles/4831003-the-drill-down-modal.md): Get more insight into the data that makes up your metric totals.

## Competitions

- [Recurring Competitions](https://help.oneupsales.io/en/articles/10963417-recurring-competitions.md): Everything you need to know about setting up competitions to auto-renew.
- [Get Started with Leagues](https://help.oneupsales.io/en/articles/4836235-get-started-with-leagues.md): Your guide to creating, editing and viewing a League
- [Managing Existing Leagues](https://help.oneupsales.io/en/articles/8908148-managing-existing-leagues.md): This article covers different management actions, such as making changes to a league and copying an existing league.
- [Sharing League results on TVs or in-platform](https://help.oneupsales.io/en/articles/5652358-sharing-league-results-on-tvs-or-in-platform.md): Learn how to schedule a celebration on your TV announcing the winners of a League
- [Get Started with Missions](https://help.oneupsales.io/en/articles/4836208-get-started-with-missions.md): Your guide to creating and viewing a Mission
- [Managing Existing Missions](https://help.oneupsales.io/en/articles/10697136-managing-existing-missions.md): Learn how to make changes to an existing mission and other management actions
- [How to rank users on a Leaderboard](https://help.oneupsales.io/en/articles/6471556-how-to-rank-users-on-a-leaderboard.md): Use Leaderboards to rank your users against their performance or target in a classic format.
- [Why are my users being hidden on the leaderboard](https://help.oneupsales.io/en/articles/6441073-why-are-my-users-being-hidden-on-the-leaderboard.md)

## TVs

- [Get started with Slides and Slideshows](https://help.oneupsales.io/en/articles/11604675-get-started-with-slides-and-slideshows.md): Use OneUp slideshows to make your data the talk of the office!
- [The OneUp Slide Guide](https://help.oneupsales.io/en/articles/6479134-the-oneup-slide-guide.md): Learn about the different slide templates for your OneUp TV and get some advice on how you can level up your slideshow game!
- [Gamification for hitting individual targets](https://help.oneupsales.io/en/articles/4836218-gamification-for-hitting-individual-targets.md)
- [Setting up OneUp TV on a new screen](https://help.oneupsales.io/en/articles/4836364-setting-up-oneup-tv-on-a-new-screen.md): If you've got a slideshow configured, you can display it in the office by setting up a TV.
- [Managing existing TV screens](https://help.oneupsales.io/en/articles/4836377-managing-existing-tv-screens.md): Step by step instructions on how to change the slideshow displayed on your screen, change currencies or solve issues on active TVs.
- [OneUp TVs Supported Devices & System Requirements](https://help.oneupsales.io/en/articles/5089278-oneup-tvs-supported-devices-system-requirements.md): Need some kit to start motivating your whole office? Find out exactly what we support here.
- [Solving problems with OneUp TV](https://help.oneupsales.io/en/articles/4836418-solving-problems-with-oneup-tv.md): If you're having issues with your TV or hardware, we cover some common troubleshooting steps here.
- [Screen compatibility status](https://help.oneupsales.io/en/articles/12001234-screen-compatibility-status.md): Find out if your screens are ready for OneUp TV! 📺
- [Adding your business' logo to TVs](https://help.oneupsales.io/en/articles/5793770-adding-your-business-logo-to-tvs.md): Upload your company logo in Platform Settings, so that your slides are on-brand.
- [Our TVs aren't displaying any data - TV screens are blank!](https://help.oneupsales.io/en/articles/11600531-our-tvs-aren-t-displaying-any-data-tv-screens-are-blank.md): If you're trying to view a screen on your device, but cannot see any data, it's likely due to data access. Find out how to resolve it with this article
- [TV flash FAQs](https://help.oneupsales.io/en/articles/10618564-tv-flash-faqs.md): Celebrate achievements on your TVs with our automation suite!

## Coach

- [What is Coach?](https://help.oneupsales.io/en/articles/13743697-what-is-coach.md): Find out all about our new module, Coach.
- [Getting started with Coach](https://help.oneupsales.io/en/articles/13744221-getting-started-with-coach.md): This guide walks you through setting up Coach for the first time, as a manager.
- [Preparing and running a Meeting in Coach](https://help.oneupsales.io/en/articles/13750209-preparing-and-running-a-meeting-in-coach.md): Find out how to schedule, prepare and run meetings in Coach.
- [Managing actions in Coach](https://help.oneupsales.io/en/articles/15392362-managing-actions-in-coach.md): Understand how actions work in Coach; from actions agreed in meetings, to personal actions for your own task management.
- [Setting Goals](https://help.oneupsales.io/en/articles/13751863-setting-goals.md): Goals in Coach help you track long-term development objectives. This guide explains how to create, track, and manage Goals effectively.
- [Understanding Targets & Ratios in Coach](https://help.oneupsales.io/en/articles/13761217-understanding-targets-ratios-in-coach.md): Coach displays your existing OneUp targets with added context. This article explores targets and ratios in Coach.
- [Coach Dashboard widgets explained](https://help.oneupsales.io/en/articles/13761727-coach-dashboard-widgets-explained.md): Have visibility of outstanding actions, upcoming meetings and all coaching relationships with Dashboard widgets.
- [Sharing & permissions](https://help.oneupsales.io/en/articles/13769073-sharing-permissions.md): Everything you need to know about who has access to what, in Coach.
- [For Consultants: Using Coach as an individual](https://help.oneupsales.io/en/articles/13769825-for-consultants-using-coach-as-an-individual.md): This guide explains what you can see and do, as well as how to get the most out of your meetings.
- [Meeting templates](https://help.oneupsales.io/en/articles/14685776-meeting-templates.md): Customize Coach meeting structures with templates, including OneUp's ready-made templates for managers.
- [Managing Performance Improvement Plans \(PIPs\) in Coach](https://help.oneupsales.io/en/articles/15870216-managing-performance-improvement-plans-pips-in-coach.md): Create and manage PIPs for anyone you manage in Coach, and track their full history.
- [Connecting your Outlook calendar to Coach](https://help.oneupsales.io/en/articles/14802102-connecting-your-outlook-calendar-to-coach.md): Find out how to connect your Outlook calendar, and how the integration works.
- [Connecting your Google Calendar to Coach](https://help.oneupsales.io/en/articles/16232750-connecting-your-google-calendar-to-coach.md): Find out how to connect your Google Calendar, and what to expect from the connection.
- [Setting up a recurring Coach meeting](https://help.oneupsales.io/en/articles/16310609-setting-up-a-recurring-coach-meeting.md): Check-ins and 1:1s usually take place regularly. OneUp lets you set up repeating meetings for Coach to solve this.

## Targets

- [Setting new targets](https://help.oneupsales.io/en/articles/4836191-setting-new-targets.md): Set up targets to track your users' performance and motivate the team.
- [Editing existing targets](https://help.oneupsales.io/en/articles/4836200-editing-existing-targets.md): Change or delete current user, team or company targets
- [Team & Company Targets](https://help.oneupsales.io/en/articles/8958785-team-company-targets.md): How team & company targets work for you and your team
- [How to use a Target Template](https://help.oneupsales.io/en/articles/8207061-how-to-use-a-target-template.md): Create new targets quickly using a target template
- [What is 'Expected Performance'?](https://help.oneupsales.io/en/articles/5041800-what-is-expected-performance.md): Learn what 'expected performance' is and how to toggle it on or off
- [Charge target colour boundaries](https://help.oneupsales.io/en/articles/5042435-charge-target-colour-boundaries.md): Customize the boundaries used for your platform target RAG system.
- [How to account for holidays in targets](https://help.oneupsales.io/en/articles/6554178-how-to-account-for-holidays-in-targets.md)

## Automations

- [What is a Custom Automation?](https://help.oneupsales.io/en/articles/5568116-what-is-a-custom-automation.md): Learn about our Automation tool to see what possibilities it could unlock for your team
- [Creating Custom Automations](https://help.oneupsales.io/en/articles/10578648-creating-custom-automations.md): A step-by-step guide on setting up Custom Automations for your workflows
- [Custom Automations Permissions](https://help.oneupsales.io/en/articles/7022429-custom-automations-permissions.md): Understand how automation ownership and permissions work, including co-owners, team ownership, and platform-wide permissions
- [Managing Existing Automations](https://help.oneupsales.io/en/articles/5570878-managing-existing-automations.md): Edit, rename, enable, disable, delete, copy, and organize your automations.
- [The 'Fire a TV flash' stage](https://help.oneupsales.io/en/articles/5570745-the-fire-a-tv-flash-stage.md): Find out more information about what the TV flash stage is, including how it looks on your TVs
- [Using TV flash to create an announcement](https://help.oneupsales.io/en/articles/5646415-using-tv-flash-to-create-an-announcement.md): Learn how to schedule an announcement to share information with your team via your TV
- [My slideshow automation hasn't gone off](https://help.oneupsales.io/en/articles/6036759-my-slideshow-automation-hasn-t-gone-off.md): If your deal flash or other automation celebration hasn't appeared on the TV, this article can help you understand why.
- [Replaying or manually firing a celebration](https://help.oneupsales.io/en/articles/6326420-replaying-or-manually-firing-a-celebration.md): Nobody in the office when a deal went through? Follow these steps to replay a celebration!
- [Enable or disable In-App Flashes](https://help.oneupsales.io/en/articles/5007055-enable-or-disable-in-app-flashes.md): Wondering why you're not getting in-app flashes? Or want to make them stop? Control these in your profile settings.
- [Setting up Webhook URLs for MS Teams Automations](https://help.oneupsales.io/en/articles/4942808-setting-up-webhook-urls-for-ms-teams-automations.md): Set up notifications in Microsoft Teams to get real-time celebrations remotely
- [CRM fields are not appearing on my TV flash](https://help.oneupsales.io/en/articles/10617870-crm-fields-are-not-appearing-on-my-tv-flash.md): Troubleshooting steps for when the additional field you're after isn't available, or has disappeared from your TV flash

## Configure

- [How do I change the default date range?](https://help.oneupsales.io/en/articles/5158063-how-do-i-change-the-default-date-range.md): Change the default date range on the Dashboard and Reports to your preferred time period
- [How to change the month your business year starts](https://help.oneupsales.io/en/articles/6326474-how-to-change-the-month-your-business-year-starts.md): You may run your financial year from April to April, while others may stick to January to December. Follow these steps to switch yours up...
- [Creating a New User on OneUp](https://help.oneupsales.io/en/articles/5920728-creating-a-new-user-on-oneup.md)
- [Connecting an Existing User to a New Integration Account](https://help.oneupsales.io/en/articles/6830789-connecting-an-existing-user-to-a-new-integration-account.md)
- [I'm Not Receiving Platform Emails!](https://help.oneupsales.io/en/articles/6421059-i-m-not-receiving-platform-emails.md): If you've set up reports or digests to be emailed to you, but aren't getting anything in your inbox, try these steps.
- [Inviting a User to OneUp](https://help.oneupsales.io/en/articles/5793155-inviting-a-user-to-oneup.md)
- [Stay updated with OneUp emails](https://help.oneupsales.io/en/articles/6384673-stay-updated-with-oneup-emails.md): Find out about email notifications you can receive from OneUp and how to enable or disable these.
- [How do I create Teams/Groups on OneUp?](https://help.oneupsales.io/en/articles/4836459-how-do-i-create-teams-groups-on-oneup.md): Teams allow you to report on multiple employees' data easily, and are your method of granting data access across OneUp.
- [Managing team move history](https://help.oneupsales.io/en/articles/15456666-managing-team-move-history.md): Keep your team reporting accurate when consultants move between teams by editing their team membership history.
- [How to Change Your Profile Picture](https://help.oneupsales.io/en/articles/2625745-how-to-change-your-profile-picture.md)
- [How to Change Your Email Address](https://help.oneupsales.io/en/articles/6035281-how-to-change-your-email-address.md): If your business has rebranded, or someone's name has changed, you may want to alter your own or a team members email addresses.
- [Everything about deleted user data](https://help.oneupsales.io/en/articles/8107989-everything-about-deleted-user-data.md): Reporting on leavers' data can be just as important as data from active users. OneUp has the tools to do this; learn how it works here.
- [User profile fields](https://help.oneupsales.io/en/articles/9756435-user-profile-fields.md): Find out what user profile fields are and how to amend them for your team
- [Roles and Permissions on OneUp](https://help.oneupsales.io/en/articles/5986413-roles-and-permissions-on-oneup.md): Allow or restrict access to areas of OneUp for certain user groups.
- [Define a new field mapping for a record type in the Dictionary](https://help.oneupsales.io/en/articles/4836249-define-a-new-field-mapping-for-a-record-type-in-the-dictionary.md): Mapping rows can be created under a record type in the Dictionary. Mapping rows enable you to customise how we show data from your CRM.
- [Altering Drill down table columns with the Dictionary](https://help.oneupsales.io/en/articles/4836551-altering-drill-down-table-columns-with-the-dictionary.md): Use the Dictionary to supercharge your CRM data
- [Adding a User Anthem](https://help.oneupsales.io/en/articles/5016211-adding-a-user-anthem.md): Personalise your TV-flash celebrations with your own custom song
- [My Anthem Won't Upload!](https://help.oneupsales.io/en/articles/5016216-my-anthem-won-t-upload.md): Troubleshoot some common issues when uploading anthems
- [Changing Your Company Anthem](https://help.oneupsales.io/en/articles/4836453-changing-your-company-anthem.md): Customize your default company anthem song for automation celebrations
- [Integration connection steps](https://help.oneupsales.io/en/articles/11866416-integration-connection-steps.md): Follow these steps to connect your integration to OneUp. The guide includes steps for CRMs and VoIPs.
- [Resolving integration connection issues](https://help.oneupsales.io/en/articles/8231934-resolving-integration-connection-issues.md): If you're having trouble receiving data from your integrated systems on OneUp, these steps will help.
- [Bullhorn: Viewing your OneUp Dashboard in Bullhorn](https://help.oneupsales.io/en/articles/6093065-bullhorn-viewing-your-oneup-dashboard-in-bullhorn.md): Enable OneUp iframing in Bullhorn to view your Dashboard without needing to switch systems
- [Firefish: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/11655659-firefish-connect-your-crm-to-oneup.md): Create a Firefish API account and get the details you'll need to connect or reconnect your CRM to OneUp.
- [HubSpot: Viewing your OneUp Dashboard in HubSpot](https://help.oneupsales.io/en/articles/9268599-hubspot-viewing-your-oneup-dashboard-in-hubspot.md): Embed your OneUp in a HubSpot dashboard to keep everything in one place!
- [Loxo: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/10301185-loxo-connect-your-crm-to-oneup.md): Find your API Key and Agency Slug to connect or reconnect your Loxo CRM to OneUp.
- [Salesforce: Viewing your OneUp Dashboard in Salesforce](https://help.oneupsales.io/en/articles/8179425-salesforce-viewing-your-oneup-dashboard-in-salesforce.md): Enable OneUp iframing in Salesforce to view your Dashboard without needing to switch systems
- [Access Recruitment CRM: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15390950-access-recruitment-crm-connect-your-crm-to-oneup.md): Find the Access Recruitment details you'll need to connect or reconnect your CRM to OneUp
- [Bullhorn: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15391506-bullhorn-connect-your-crm-to-oneup.md): Request the details you'll need to connect or reconnect Bullhorn to OneUp
- [Chameleon-i: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15391707-chameleon-i-connect-your-crm-to-oneup.md): Request the API key you'll need to connect or reconnect Chameleon-i to OneUp.
- [HubSpot: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15392003-hubspot-connect-your-crm-to-oneup.md): Connect your HubSpot account to OneUp using HubSpot's secure sign-in process.
- [itris \(9.34+\): Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15392294-itris-9-34-connect-your-crm-to-oneup.md): Create an itris API account and get the details you'll need to connect or reconnect your CRM to OneUp.
- [JobAdder: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15392403-jobadder-connect-your-crm-to-oneup.md): Connect your JobAdder account to OneUp using JobAdder's secure sign-in process.
- [JobDiva: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15392516-jobdiva-connect-your-crm-to-oneup.md): Get the details you'll need to connect or reconnect your JobDiva CRM to OneUp.
- [Mercury xRM: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15393325-mercury-xrm-connect-your-crm-to-oneup.md): Find your Microsoft Dynamics 365 API URL and connect your CRM to OneUp using Microsoft's secure sign-in process.
- [Microsoft Dynamics 365: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15393403-microsoft-dynamics-365-connect-your-crm-to-oneup.md): Find your Microsoft Dynamics 365 API URL and connect your CRM to OneUp using Microsoft's secure sign-in process.
- [PCRecruiter: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15393477-pcrecruiter-connect-your-crm-to-oneup.md): Find the credentials you'll need to connect or reconnect your PCRecruiter database to OneUp.
- [Profile: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15393842-profile-connect-your-crm-to-oneup.md): Connect your Profile account to OneUp using Profile's secure sign-in process.
- [Recruit CRM: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15393875-recruit-crm-connect-your-crm-to-oneup.md): Connect Recruit CRM to OneUp using an API token
- [Salesforce: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15394070-salesforce-connect-your-crm-to-oneup.md): Connect your Salesforce account to OneUp using Salesforce's secure sign-in process.
- [Hire Genius: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15394131-hire-genius-connect-your-crm-to-oneup.md): Connect your Hire Genius account to OneUp using Salesforce's secure sign-in process.
- [Seven20: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15394163-seven20-connect-your-crm-to-oneup.md): Connect your Seven20 account to OneUp using Salesforce's secure sign-in process.
- [Vincere: Connecting your CRM to OneUp](https://help.oneupsales.io/en/articles/15395579-vincere-connecting-your-crm-to-oneup.md): Connect Vincere to OneUp using credentials provided by Vincere.
- [Bullhorn for Salesforce: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15394176-bullhorn-for-salesforce-connect-your-crm-to-oneup.md): Connect your Bullhorn for Salesforce \(formerly TalentRover\) account to OneUp using Salesforce's secure sign-in process.
- [TargetRecruit: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15394198-targetrecruit-connect-your-crm-to-oneup.md): Connect your TargetRecruit account to OneUp using Salesforce's secure sign-in process.
- [Spott: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15394230-spott-connect-your-crm-to-oneup.md): Connect Spott to OneUp using an API Key
- [SupplyNow: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15394362-supplynow-connect-your-crm-to-oneup.md): Request the details you'll need to connect or reconnect SupplyNow to OneUp
- [Tracker \(Legacy\): Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15394473-tracker-legacy-connect-your-crm-to-oneup.md): Connect Tracker \(Legacy\) to OneUp using a Bearer Token generated in Tracker.
- [Tracker: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15394723-tracker-connect-your-crm-to-oneup.md): Connect Tracker to OneUp using secure sign-in.
- [Zoho Recruit: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15396712-zoho-recruit-connect-your-crm-to-oneup.md): Connect your Zoho Recruit to OneUp using a secure authentication flow.
- [Business Central: Connect your CRM to OneUp](https://help.oneupsales.io/en/articles/15396743-business-central-connect-your-crm-to-oneup.md): Connect Business Central to OneUp using Microsoft's secure sign-in process.
- [Aircall: Connect your call data to OneUp](https://help.oneupsales.io/en/articles/9772417-aircall-connect-your-call-data-to-oneup.md): Connect your Aircall data to OneUp using Aircall's secure sign-in process.
- [CloudCall: Connect your call data to OneUp](https://help.oneupsales.io/en/articles/5707782-cloudcall-connect-your-call-data-to-oneup.md): Find the Administrator login details you'll need to connect or reconnect CloudCall to OneUp.
- [Zoom Phone: Integration guide](https://help.oneupsales.io/en/articles/6100440-zoom-phone-integration-guide.md): Documentation for creating, tracking and disconnecting your Zoom account data from OneUp.
- [8x8: Send your call data to OneUp](https://help.oneupsales.io/en/articles/6044670-8x8-send-your-call-data-to-oneup.md): Connect 8x8 to OneUp by configuring an automated CSV export.
- [Ringover: Connect your call data to OneUp](https://help.oneupsales.io/en/articles/13762090-ringover-connect-your-call-data-to-oneup.md): Generate your Ringover API key, configure a webhook and connect Ringover to OneUp
- [3CX: Send your call data to OneUp](https://help.oneupsales.io/en/articles/15396846-3cx-send-your-call-data-to-oneup.md): Connect 3CX to OneUp by configuring an automated CSV export.
- [Akixi: Send call data to OneUp](https://help.oneupsales.io/en/articles/5859484-akixi-send-call-data-to-oneup.md): Set up automated reports to send us your Akixi call data
- [Microsoft Teams: Connect your platform to OneUp](https://help.oneupsales.io/en/articles/15422873-microsoft-teams-connect-your-platform-to-oneup.md): Connect your Microsoft Teams platform to OneUp using Microsoft's secure sign-in process.
- [Zoom: Connecting your platform to OneUp](https://help.oneupsales.io/en/articles/15423035-zoom-connecting-your-platform-to-oneup.md): Connect your Zoom Phone or Zoom Meetings account to OneUp using Zoom's secure sign-in process
- [Devyce: Connect your call data to OneUp](https://help.oneupsales.io/en/articles/15423429-devyce-connect-your-call-data-to-oneup.md): Request the Organization ID and API key you'll need to connect or reconnect Devyce to OneUp.
- [VXT: Send your call data to OneUp](https://help.oneupsales.io/en/articles/15423544-vxt-send-your-call-data-to-oneup.md): Connect VXT to OneUp by configuring an automated CSV export.
- [TalentLynk: Connect your call data to OneUp](https://help.oneupsales.io/en/articles/15430452-talentlynk-connect-your-call-data-to-oneup.md): Request the API key you'll need to connect or reconnect TalentLynk to OneUp
- [8x8 ContactNow: Connect your call data to OneUp](https://help.oneupsales.io/en/articles/15431067-8x8-contactnow-connect-your-call-data-to-oneup.md): Request the username and password you'll need to connect or reconnect 8x8 ContactNow to OneUp.
- [3CX v20: Connect your call data to OneUp](https://help.oneupsales.io/en/articles/15431166-3cx-v20-connect-your-call-data-to-oneup.md): Generate the API key you'll need to connect or reconnect CG 3CX v20 to OneUp.
- [The Comms Guys: Connect your call data to OneUp](https://help.oneupsales.io/en/articles/15431410-the-comms-guys-connect-your-call-data-to-oneup.md): Request the credentials you'll need to connect or reconnect The Comms Guys to OneUp.
- [CloudCall o1: Connect your call data to OneUp](https://help.oneupsales.io/en/articles/15600230-cloudcall-o1-connect-your-call-data-to-oneup.md): Connect your CloudCall data to OneUp using CloudCall's secure sign-in process.
- [Paiger: Connect your platform to OneUp](https://help.oneupsales.io/en/articles/15397163-paiger-connect-your-platform-to-oneup.md): Connect Paiger to OneUp using a Client ID and API Key provided by the Paiger team.
- [Outreach: Connect your platform to OneUp](https://help.oneupsales.io/en/articles/15397203-outreach-connect-your-platform-to-oneup.md): You can connect Outreach to OneUp by signing in to your Outreach account and approving the connection.
- [Salesloft: Connecting your platform to OneUp](https://help.oneupsales.io/en/articles/15422801-salesloft-connecting-your-platform-to-oneup.md): Connect your Salesloft account to OneUp using Salesloft's secure sign-in process
- [Timesheet Portal: Connect your timesheet data to OneUp](https://help.oneupsales.io/en/articles/15423284-timesheet-portal-connect-your-timesheet-data-to-oneup.md): Create a dedicated OneUp user account in Timesheet Portal and use it to connect your account.
- [RSM InTime: Connect your timesheet data to OneUp](https://help.oneupsales.io/en/articles/15430925-rsm-intime-connect-your-timesheet-data-to-oneup.md): Create a web service account in RSM InTime and use it to connect your account to OneUp.
- [Data Access](https://help.oneupsales.io/en/articles/6908838-data-access.md): Data Access gives you complete control over who can access whose data on OneUp

## Metrics

- [Understanding different metric categories & types](https://help.oneupsales.io/en/articles/8912425-understanding-different-metric-categories-types.md): Find out what the difference is between activity, rolling and conversion metrics and what these metrics are telling you about your data
- [How to create a new metric](https://help.oneupsales.io/en/articles/4836244-how-to-create-a-new-metric.md): Metrics store the data at the heart of OneUp and enable all of the platform's features.
- [How are ratio Metrics calculated?](https://help.oneupsales.io/en/articles/6441800-how-are-ratio-metrics-calculated.md): Understand the calculations happening behind the conversion metrics in your OneUp
- [Combining metric data with Parent Metrics](https://help.oneupsales.io/en/articles/4836316-combining-metric-data-with-parent-metrics.md): Parent Metrics allow you to sum data from multiple metrics together.
- [Configuring Key Metrics](https://help.oneupsales.io/en/articles/4835889-configuring-key-metrics.md): Specify the KPIs you want your team to have the most visibility on
- [How do I change the currency my metrics are displayed in?](https://help.oneupsales.io/en/articles/4836436-how-do-i-change-the-currency-my-metrics-are-displayed-in.md): OneUp allows for dynamic conversion of currency per user, and for all users in your business.
- [Enabling manual data entry for a Metric](https://help.oneupsales.io/en/articles/5717441-enabling-manual-data-entry-for-a-metric.md)
- [Adding manual data](https://help.oneupsales.io/en/articles/4836326-adding-manual-data.md): Add manual data to metrics in your OneUp
- [Viewing, amending and deleting manual data](https://help.oneupsales.io/en/articles/4836347-viewing-amending-and-deleting-manual-data.md): Use the Manual data area to view or edit existing manual data

## Levelling Up

- [OneUp Training Videos](https://help.oneupsales.io/en/articles/12324564-oneup-training-videos.md): List of video tutorials on each part of OneUp
- [How to reach your goals with OneUp as a Manager or Team Leader](https://help.oneupsales.io/en/articles/6205313-how-to-reach-your-goals-with-oneup-as-a-manager-or-team-leader.md): Using OneUp as part of your daily routine to build a strong team that is motivated to hit and exceed their targets.
- [How to reach your goals with OneUp as a Salesperson or Consultant](https://help.oneupsales.io/en/articles/6312349-how-to-reach-your-goals-with-oneup-as-a-salesperson-or-consultant.md): How OneUp helps you to understand your performance, hit your targets and be motivated at work
- [Dashboards for Recruiters](https://help.oneupsales.io/en/articles/9415283-dashboards-for-recruiters.md): Want to spice up your dashboards and have different views depending on what you need? Check out our Dashboard suggestions!
- [Dashboards for Sales & SaaS](https://help.oneupsales.io/en/articles/9440464-dashboards-for-sales-saas.md): Want to spice up your dashboards and have different views depending on what you need? Check out our Dashboard suggestions!
- [Reporting for Recruiters](https://help.oneupsales.io/en/articles/9395822-reporting-for-recruiters.md): Get some inspiration from our Report suggestions specifically for recruiters!
- [Charts for Recruiters](https://help.oneupsales.io/en/articles/10111377-charts-for-recruiters.md): Visualisation of Recruitment Data with Charts
- [Incentives Inspiration](https://help.oneupsales.io/en/articles/9423437-incentives-inspiration.md)
- [Getting the most out of your Targets with OneUp](https://help.oneupsales.io/en/articles/9653036-getting-the-most-out-of-your-targets-with-oneup.md)
- [Reporting for Recruiters: Client, Job and Candidate Reports](https://help.oneupsales.io/en/articles/9743808-reporting-for-recruiters-client-job-and-candidate-reports.md)
- [How to Get the Most out of your Free Trial](https://help.oneupsales.io/en/articles/12882665-how-to-get-the-most-out-of-your-free-trial.md)

## FAQs

- [Navigating the Platform](https://help.oneupsales.io/en/articles/4836498-navigating-the-platform.md): How to use the navigation bar on OneUp
- [How to get buy-in from your team and make OneUp a success](https://help.oneupsales.io/en/articles/5916707-how-to-get-buy-in-from-your-team-and-make-oneup-a-success.md): Maximise the value of OneUp by getting great adoption from the start
- [Resetting your password](https://help.oneupsales.io/en/articles/4836495-resetting-your-password.md)
- [My password won't reset!](https://help.oneupsales.io/en/articles/4836509-my-password-won-t-reset.md): Solve issues that may prevent you from resetting your password
- [Managing billing information on OneUp](https://help.oneupsales.io/en/articles/6441860-managing-billing-information-on-oneup.md): If you are a user with permission to manage billing, you can get to invoices and other info from within the platform.
- [My date of birth/other info is being entered as my username when logging in](https://help.oneupsales.io/en/articles/4836518-my-date-of-birth-other-info-is-being-entered-as-my-username-when-logging-in.md): Solve problems with incorrectly saved log-in details in Chrome
- [Showing and hiding the Support Chat Icon](https://help.oneupsales.io/en/articles/4836506-showing-and-hiding-the-support-chat-icon.md)
- [How to change the days of your working week](https://help.oneupsales.io/en/articles/6664377-how-to-change-the-days-of-your-working-week.md): If your team works days outside of the usual Monday-Friday, this is how you can get OneUp to reflect the days you and your team do work.
- [I have some feedback for OneUp Sales!](https://help.oneupsales.io/en/articles/6801407-i-have-some-feedback-for-oneup-sales.md): We'd love to hear what you have to say if an area of the platform can be improved
- [Solving problems with missing data](https://help.oneupsales.io/en/articles/8108040-solving-problems-with-missing-data.md): Sometimes user performance can fail to arrive on OneUp. Here are some common steps to diagnose the problem.
- [How currency conversion works on OneUp](https://help.oneupsales.io/en/articles/8110614-how-currency-conversion-works-on-oneup.md): Switching between different currencies can get complicated very quickly! OneUp handles this all seamlessly for you.

## Release Notes

- [July 2026: Release Notes](https://help.oneupsales.io/en/articles/15900511-july-2026-release-notes.md): Learn about everything we release in July. Updated weekly.
- [June 2026: Release Notes](https://help.oneupsales.io/en/articles/15379743-june-2026-release-notes.md): Find out what we released in June
- [May 2026: Release Notes](https://help.oneupsales.io/en/articles/14946577-may-2026-release-notes.md): Find out exactly what we released in May, across the whole OneUp platform.
- [April 2026: Release Notes](https://help.oneupsales.io/en/articles/14519041-april-2026-release-notes.md): Everything we released in April.
- [March 2026: Release Notes](https://help.oneupsales.io/en/articles/14007102-march-2026-release-notes.md): Find out what we released in March.
- [February 2026: Release Notes](https://help.oneupsales.io/en/articles/13647829-february-2026-release-notes.md): Find out what we released in February
- [January 2026: Release Notes](https://help.oneupsales.io/en/articles/13430823-january-2026-release-notes.md): Find out what we released in January.
- [August 2026: Release notes](https://help.oneupsales.io/en/articles/16247911-august-2026-release-notes.md): Find out what we are releasing this month. Updated weekly.
- [Release Notes: October 2025](https://help.oneupsales.io/en/articles/12509531-release-notes-october-2025.md): Find out everything we released in October.
- [Release Notes: September 2025](https://help.oneupsales.io/en/articles/12267410-release-notes-september-2025.md): Find out what we released in September.
- [Release Notes: August 2025](https://help.oneupsales.io/en/articles/11969779-release-notes-august-2025.md): Find out what we released in August!
- [Release Notes - July 2025](https://help.oneupsales.io/en/articles/11850313-release-notes-july-2025.md): Find out what we released in July!
- [Release Notes - June 2025](https://help.oneupsales.io/en/articles/11850308-release-notes-june-2025.md): What we released in June.
- [Release Notes - May 2025](https://help.oneupsales.io/en/articles/11394668-release-notes-may-2025.md): Find out what we released in May.
- [Release Notes - April 2025](https://help.oneupsales.io/en/articles/11070106-release-notes-april-2025.md): Find out what we released in April.
- [Release Notes - March 2025](https://help.oneupsales.io/en/articles/11010600-release-notes-march-2025.md): Find out what we released in March 2025
- [Release Notes - February 2025](https://help.oneupsales.io/en/articles/11020291-release-notes-february-2025.md): Find out what we released in February 2025
- [Release Notes - January 2025](https://help.oneupsales.io/en/articles/11020616-release-notes-january-2025.md): Find out the releases we kicked-off the year with, in January 25.

## Your OneUp Free Trial

- [Understanding Your Platform Metrics During the Free Trial](https://help.oneupsales.io/en/articles/12165333-understanding-your-platform-metrics-during-the-free-trial.md): Want to know how your free trial platform metrics are pulling your data? Find all the configuration details here.