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 […]
Enhance icon header

Enhance your contact’s profile information with just-one-click!

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 FullContact for any information associated with that contact including; social media, profile photos, urls and any other publicly available information. If found, OnePageCRM will display the enhance icon so […]
Targets Widget Header Image

New update: Focus on beating your sales targets with our new targets widget

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 options for customizing this widget: Conversions: Choose the number of conversions you wish to achieve per week, month, quarter or […]