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 […]
Custom fields for deals

New updates: Add custom fields, calculate cost margins and commissions for deals

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 Use the new Cost field to quickly calculate the Margin of your deals. When Cost is enabled, fill in the […]