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 […]
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 […]
Responsive layout Account view

Major update for 2-column users

Recently, we announced some major updates to OnePageCRM. At the centre of these was our new account view which streamlines how you manage multiple contacts within the same company. Initially these did not apply to legacy users of our 2-column layout, but now all of these great features are across both layouts. In short, the features allow you to handle company and contact information separately within OnePageCRM. This helps to make managing contacts and their […]