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… Read More
Stay up to date with the latest sales insights, CRM tips, and OnePageCRM updates.
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… Read More
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
Our new Enhance icon lets you quickly search for any information, urls and social profiles for your contacts in just-one-click. All you need is their valid email address and we’ll do the rest. How the enhance feature works? Using a valid email address, we’ll automatically search any information associated with that contact including; social media,… Read More
Staying focused on the numbers that will grow your business is easy with OnePageCRM’s new targets widget. When enabled, the targets widget is displayed to the left-hand side of your Action Stream and Contact view. It’s a reminder of the most important numbers you need to stay on track and grow your business. There are 3… Read More
Jump to step by step guide to export from: Export Export Export Export Export When you work in sales, you know that the size and quality of your contact list is everything. If you do not have enough contacts, you will quickly run out of work to do. And if you have thousands of unsuitable… Read More
Manage your deals and margins better by using custom fields for deals. The latest update has three main features: Calculate the margin based on Cost (Deal amount, Deal margin & Deal cost). Calculate commission (total). Custom fields (Single line, multi line, dropdown, number, checkbox & date). Show the margin of your deal using the cost… Read More
“To object is not the same as to reject”. In sales, objection and rejection are a daily occurrence. It’s important to remember that “no matter how great your offering is, there will be objections to it”. So let’s learn how to handle them. What is a sales objection? An objection is an explicit expression from… Read More
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
‘First, decide not to take the job as the interviewer is a mindless twit.’ ‘Second, take the pen, snap it in two, place the pieces on the desk, pause for a moment of dramatic silence, then stare intently into the interviewer’s eyes and say: “You need a new pen”.’ Bruce Gifford There are few things… Read More
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