How to print contact details?
Printing out your contacts details in OnePageCRM is two clicks away:
- Open a contact.
- Click on the grey More (see A) beside your contacts details in the right hand side.
- Click on the printer icon (see B).
- This brings up a printable document in a new tab containing the following information about your contact:
- Phone number
- Lead Source
- Custom Fields
- Next Action for the contact
- A list of all pending deals with the contact
- Latest note.