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 learn how to: | |
| Set up the Account Switcher | Add an account & switch |
How to set up the Account Switcher
How to add another account and to switch between them
Select + Add account → enter your email address and password → Sign In.
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 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.