At OnePageCRM, we always want to ensure your time is spent efficiently, and a part of it is helping you get started with our app in a matter of minutes! As you know, you can quickly and easily import your contacts from a .CSV file to facilitate a smooth transition from your previous CRM or spreadsheets. But what if you are used to working with deals and want to transfer them to your new sales CRM as well?
Now, you can quickly and easily import deals from a .CSV file straight into your OnePageCRM account!
Bottlenecks in your sales process happen. What’s important is to promptly identify and address them, before they become a real issue. To make this process easier, we’ve introduced Deal Velocity and Inactive Days.
Now, you can instantly spot the bogged down deals, see the stage in your sales process that is holding them back, and find the best resolution!
At OnePageCRM, we believe in flexibility and giving you the power to adjust the system the way that works best for you. Your Deals are no exception. Our latest update allows you to fully customize your Deal List. With a few clicks, you can add columns that matter to you and remove those that don’t.… Read More