How to switch between multiple OnePageCRM accounts

The  Account Switcher feature of the Lead Clipper allows you to log into multiple OnePageCRM accounts simultaneously and switch between them easily. Ideal if you've more than one OnePageCRM account.

In this article:
How to set up the Account Switcher How to add another account & switch between them

How to set up the Account Switcher

1
First, ensure the OnePageCRM  Lead Clipper is installed. To install the Lead Clipper go to your User Profile / Initials (in the top right hand corner) → Select  Apps and Integrations.  
2
Under Lead Generation Apps select Lead Clipper Install.
3
Once installed, Sign in to your OnePageCRM account via the Lead Clipper. 

How to add another account and to switch between them

1
Select + Add account  enter your email address and password  Sign In.
2
To switch between accounts, simply click on the account you wish to work in. e.g. Solar Panels Inc.
Note: The account listed on the top will be the account that you're viewing on screen. 
    NOTES
    • If you already have the Lead Clipper installed you may need to uninstall and reinstall it again in order to activate the account switcher.  
    • There are no limits to the number of accounts you can add.
    • If you sign out of your OnePageCRM account on the app, this will not sign you out of this account on the Account Switcher. They are both independent of each other. 
    • If you want to create contacts from Gmail, Inbox by Gmail, Twitter, Outlook.com, Outlook 365, Facebook and Xing, you can choose which account to create these contacts in. Read  more  here.

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