Updates to Contact View Header Image

Updates to Contact view to save time and increase efficiency

We’ve added some great updates to the contact view in OnePageCRM to help you become more efficient in how you work. It’s now easier to notify another team member on a note or a call note, quickly add attachments with our new drag ‘n drop feature and move deals faster from stage to stage.   Easily mention your team members in a Note or a Call Note Shared knowledge is important when working on a […]

New powerful custom filters

Custom filters are now more powerful. We’ve added custom fields and advanced options to help you filter for specific groups of contacts. In OnePageCRM you can filter by combination of multiple options: Contact’s status Tags Star Owner Lead source Next action text Next action date Deal’s status Deal’s expected close date Address (street, state, zip, country) Custom fields Custom filters can be saved and used multiple times if needed. Click here to see more details on […]