Author: Brian McHale

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… Read More

Featured

Update custom fields in bulk

Updating custom fields in bulk is easy with OnePageCRM. Quickly select the relevant contacts and decide whether to apply a contact-level or company-wide custom field. Bulk updating custom fields is ideal for tidying up data in your account. It also makes moving and segmenting your contact’s information much easier. A great use case is if… Read More

Application Featured OnePageCRM Updates
1 2 3 4

Try the first action-based CRM!

  • Follow-up on every lead
  • Focus on one sales action at a time
  • Build deals and send quotes in seconds
  • Send emails directly from the app
  • Receive and email custom reports
    ...and more!
Try Free

Join the OnePageCRM tribe

and receive the latest product updates,
as well as insider sales tips & insights!

Or Call Sales (646) 762 1303