There is a now an additional option to export your data in your preferred file format from OnePageCRM. Along with the ability to download to a CSV file, users can now export all contacts and deals to an excel file. Benefits of exporting from OnePageCRM: To backup or share: You can export all… Read More
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We’ve now updated the pipeline page to ensure a more streamlined approach to how we display your deals list going forward. This update features a fresh layout so you can clearly see the important deal information at a glance, the option to sort based on ascending / descending order, and the ability to export to… Read More
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… Read More
Working as part of the Customer Success team for almost three years, some of the top questions which arise are ‘how do I assign another team member a task’ or ‘can I be notified about a project’ – well it’s easy! In today’s post, we’ll demonstrate how you can stay connected with your team members by looking… Read More
When it comes to sales, having the right information to hand at all times is key. Our mobile CRM apps are built to be simple but effective, allowing you to stay on top of your workflow, wherever, whenever. Android App v.2.1.0 The latest version of our Android app brings the overall functionality right up to… Read More
Your Sales Pipeline in OnePageCRM is a core forecasting tool and gives you a clear view of your expected future revenue. Today, I’m going to summarize the core elements of your Sales Pipeline and highlight the pros of using it in order to better manage your deals, become more productive and most importantly increase sales. How… Read More
A quick tip on constructing Next Actions, which is vital to ensure you stay on top of important sales actions.