How to view other team members' contacts?

OnePageCRM operates a shared database enabling all team members to share information on all contacts.



To see your Team Members' contacts, navigate to your Action Stream → in the left-hand-side menu, open the Team Stream dropdown.

  • Under All, you can see all actions assigned to users in the CRM.
  • To see a specific user, select their name from the dropdown.

OnePageCRM | Action Stream | Team Stream dropdown

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