Switch between B2B or B2C view in your CRM
Some users prefer to manage their customers based on their organization name, while others focus on the individual name. Luckily, in OnePageCRM, you get to choose.
Go to Settings → Preferences → scroll down to View contacts in my Action Stream as.
- Contact name (Organization)
- Organization (Contact name)
💡 Only the Account owner or Administrators can change this setting.
💡 This update will be visible to all users within the same CRM account.