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OnePageCRM: From Apprentice to Master
Master OnePageCRM, one video at a time
CRM Apprentice – Even masters go back to basics
Start here to lay a solid foundation to your sales CRM success.
01
Introduction to OnePageCRM
Learn what sets OnePageCRM apart from other CRM tools and get familiar with its user interface and features.
02
Action Stream and Next Actions
Learn why Action Stream is the beating heart of our sales CRM and discover the power of the Next Action sales method.
03
Contacts
Learn the in’s and out’s of contact management in OnePageCRM. Discover the time saving and efficiency perks of keeping all contact-related info on one page.
04
Organizations
Learn how the Account view in our CRM can help you track all contacts, deals, and sales activity associated with a company on one screen.
05
Shortlisting contacts
Learn how to use our CRM tool to quickly pull up the data you need when you need it. Compare the advantages of tags and statuses.
06
Notes, Calls, and Deals
Want to add a note, log a call, or create a deal in just a couple of clicks? Learn how you can do it right from the contact page, without losing time on admin.
07
Lead Clipper
Learn how you can generate leads from anywhere on the web in just a click. Free your mind for actual sales, and let the trusted sales CRM take care of time-consuming data entry.
CRM Qualified – It’s time to get your hands dirty
Learn how to perfectly tune OnePageCRM to your sales needs.
01
Search
Learn how you can easily pull up the data you need by searching in Contacts or Activity and discover the power of the Advanced Search.
02
Deals and Pipeline
Managing your sales Pipeline in OnePageCRM is a breeze. Learn how you can make the most of Kanban and Forecast Pipeline views and build Deals in just a couple of clicks.
03
Learn how powerful email CRM features like Bulk Send and Templates can keep your sales communications efficient and personal, even when done at scale.
04
Activity
Learn how to read the beating heart of your team’s progress in our CRM, track the sales activity of a contact from one page, and find ways to improve.
05
Bulk updates
Learn how you can save time and reduce tedious admin by updating statuses, tags, owners, Next Actions, and other aspects of multiple contacts at once.
06
Apps and Integrations
Learn how you can easily connect your favorite apps to your sales CRM. Discover how our native integrations can help you generate leads and send quotes in seconds.
CRM Master – when you’re ready for the Big League
Learn the advanced CRM tricks to fly through your sales process.
01
Saved Actions
Learn how to save time by automating repetitive sales actions in your CRM. Accelerate your sales process, find the sequence that works best, and improve it over time.
02
Custom Fields
Discover how our sales CRM allows you to manage and store the data the way it suits your business. Learn how to use custom fields to quickly pull up the data you need and action it.
03
Custom Reports
Learn why OnePageCRM KPI reports are designed with salespeople in mind first. Discover how to generate a custom report in a click and get it regularly delivered to your inbox.
04
Quick Quotes
Learn why we decided not to substitute email but to enhance it. Discover how you can quickly generate and send professionally looking sales proposals straight from your CRM account.
05
Collaboration
Learn how you can use mentions, assign Next Actions, change contact owners, and more to help you effortlessly collaborate with your sales team and close more deals, together.
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