How to edit a CRM contact

To edit a contact in OnePageCRM, click on the pencil icon.

OnePageCRM | Contact profile | pencil icon is highlighted

Or...
Click on the 3-dots meu → select Edit from the dropdown.

OnePageCRM | Contact profile | three-dots menu and Edit option are highlighted.


To open a contact in a pop-up view, simply click on the contact name to open the Contact view pop-up.

You can view your contacts' page, update actions, add notes, calls, meetings, and deals without leaving the Pipeline, Email, or Activity pages.

OnePageCRM | Pipeline page | Deal view | Gif on loop shows the Deal view. When clicking on the name on the deal the contact profile opens in a pop-up window

To make the text bold or italic in Notes, you can use a key shortcut:

  • For bold press "CTRL and B".
  • For italic press "Ctrl and I".
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