team stream

Enhanced team functionality for the mobile app

The development team here in OnePageCRM have been working at full steam adding new features to our main desktop application. Now that isn’t to say, we’ve forgotten the importance of our mobile app for our customers. In fact, we’ve spent the past couple of weeks focusing our efforts on bringing mobile functionality closer to that of our main app. We are delighted to announce that we’ve added Team Stream and Custom Filters to mobile, giving you more control over your contacts across your team while on the road.

Team Stream on mobile

If you’re one of those users that cooperates closely with your sales team then this feature is great for you! With the Team Stream, you can now view your team members contacts when you’re out of the office. Simply select the Team Stream menu option and choose a team member whose contacts you need to view.

This feature is ideal for keeping the bigger picture of the company’s sales activities in mind. It is especially useful for sales teams who are not always in the office at the same time and need to keep each other up to date on the status of a contact.

Mobile Updates Team Stream Screenshot

Custom filters

Custom filters were highly sought after by customers who use our mobile app daily. Use custom filters to quickly segment and identify your contacts based on the filter criteria; e.g: leads from online advertising or prospects with pending deals that are nearing close. Save your filters in the desktop app and run them in mobile when needed. This is great for focusing your communication style towards a selected group of contacts, to respond to their specific requirements.

Custom Filters Screenshot

Global search and deals

Our mobile app now supports a global view and search across filters such as Status, Tags and Deals. This means that all contacts in your account will be displayed when you filter by any of these options regardless of their owner.

You can download our OnePageCRM mobile app from Google Play or the App Store.

Mobile-banner_header_2mobile_banner_lower_2

 

 

 

 

Brian McHale
Brian McHale
Brian is a fan of all things technology, website and startup-related. A strong supporter of keeping the human 'personal touch' alive in sales, Brian is also a believer that "anything which can be successfully automated, should be".

4 Comments

  1. Avatar Phil says:

    This update is a huge boost to how our team uses OnePage! Thanks!

  2. Great stuff! Hadn’t noticed this but just updated the app. We will use this loads. Got stuck in 30 min traffic shutdown due to floods a few weeks ago. Got more done phoning people from the mobile app and adding notes in my (stationary not driving!) car, than if I had been in the office!! This is a great improvement

    • Avatar Brian McHale says:

      Hi Pauline, thanks for your feedback. Glad you’re enjoying the new update. If anything pops up don’t be shy in reaching out! Have a great Christmas, Brian.

Leave a Reply

Your email address will not be published. Required fields are marked *