Tag: attachments

Pin Files to Contact: Eliminate the Search Time by Keeping Priority Attachments at Your Fingertips

Have you ever spent what seemed like hours searching for that one version of a document or the most recent copy of a proposal? Well, no more.

The new Pin Files to Contacts feature allows you to pin your most important attachments so they are displayed right under the contact’s background information. This way, you can save time and access them directly without the need to go through the contact’s Activity!

OnePageCRM Updates Productivity

Try the first action-based CRM!

  • Follow-up on every lead
  • Focus on one sales action at a time
  • Build deals and send quotes in seconds
  • Send emails directly from the app
  • Receive and email custom reports
    ...and more!
Try Free

Join the OnePageCRM tribe

and receive the latest product updates,
as well as insider sales tips & insights!

Or Call Sales (646) 762 1303