Tag: attachments

Nadia Reckmann

Documents: Accelerate Sales by Keeping Essential Company Files on One Page

How much of your sales reps’ time is wasted on looking for the most recent version of a company brochure, latest sales deck or updated pricing?

To increase productivity, align sales processes, and ensure your sales team operates in the most efficient way possible we created the Documents page!

Now, your whole team can instantly access the most important, recent, and frequently used company files from one page, in just a click.

OnePageCRM Updates
Nadia Reckmann

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

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