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Sales Process OnePageCRM

How to track your sales process in OnePageCRM

Not sure of the steps involved in your sales process? Fear not, as this is a common obstacle in many SME’s. It’s critical to understand your customers journey and determine what key milestones are important. Go back to basics – pen and paper. Write down the key steps involved in converting your lead to a customer. We know not everyone falls into these exact steps, or moves along as quickly as they should, but in […]
Bulk Updating Custom Fields

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 you want to move from a tag to a more permanent custom field for something important like industry type. Benefits […]
feature updates

New updates and features roll out: Message from our product guy (and CEO)

Hello, A quick heads-up on some great features and updates coming to OnePageCRM this week. Our beta testers find the latest updates really speed up adding/editing contacts and companies. Thanks to your feedback we can constantly innovate, and we’re really excited about the future of our app. Note: If you’re an account administrator or the CRM champion in your company, please take some time to communicate the updates in your team. We’re holding a specialist […]
multi flag

Better visibility for “All” under Team Stream

A new multi flags will now display if multiple team members have an action(s) with a contact under the “All” filter on Team Stream. We will also display the Next Action text of the most recent action due so that all team members can see at a glance what’s important – simple. In addition, if team members have “Queued” Actions created for a contact, we will display the message “Actions exist for this contact” regardless […]