Enhanced Pipeline page

Enhanced control over your Pipeline page in OnePageCRM

We’ve now updated the pipeline page to ensure a more streamlined approach to how we display your deals list going forward. This update features a fresh layout so you can clearly see the important deal information at a glance, the option to sort based on ascending / descending order, and the ability to export to Excel (along with the previous option of .CSV). Key elements of the Pipeline update: Scroll below the deal Pipeline targets […]
Updated notifications drop down

Updated notifications menu for managing your account

It’s now easier to view and manage unread notifications and unassigned emails in OnePageCRM. When you have a new notification, the red badge appears showing the number of unread notifications in your account. What causes notifications to appear here: Next Actions: When a Next Action has been assigned to you by another team member for one or more contacts. Contacts: When contacts have been assigned to you by a team member, bulk update, import or lead generating form […]

Prospecting Email Templates Builder

One of our most popular blog posts over the last 12 months described how to build an outbound sales email campaign. Can you guess the biggest request from readers like you? Everyone wanted a copy of the emails used in the five step sequence. We went one step further. We’ve built a mini app (codenamed Howya) to create your emails so you can download the full sequence, ready to use. Check it out now. It’s […]

Improved layout for adding and editing contacts

We’ve updated the layout of the Add/Edit contact screen in OnePageCRM. The update splits the form into separate tabs of “Contact info” and “Organization info”, making it simpler to add or edit contacts. It allows you to create an organization initially, even when you don’t have any of the contact’s personal details. This happens in many cases as you set out to sell to a particular organization without knowing who to make a connection with. […]