Browser extension for web pages


1
Once the Clipper has been installed and you are logged in, highlight the contact details from any website → click on the OnePageCRM logo on the top right of the browser's address bar.

Contact Us web page l Contact details highlighted

2
The details highlighted that correspond to a provided contact field are recognized and clipped to the Lead Clipper. You also have the option to edit the contact and add/update fields.

Once completed, click Save.

Contact Us web page l Contact details highlighted l Lead Clipper panel on the right-hand side.


Notes:

  • Information that doesn't correspond to any provided field in the Lead Clipper will be added to the contact Background field.
  • If the contact already exists in OnePageCRM, you have the option to open that contact directly. The Lead Clipper looks at the email address and URL link highlighted when clipping new contact details.
  • If you switch to another page without saving the contact and click on the extension again, the details of the contact will still show until saved.
  • When entering a phone number, please ensure that it includes the country code and has no dashes, hyphens, or parentheses included.

3
To open the contact in OnePageCRM click on Open in OnePageCRM.
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