Switch between multiple CRM accounts

If you have multiple OnePageCRM accounts, you can switch between them in a click, without the need to log in or out of other accounts.

Once the Clipper has been installed → open the OnePageCRM webpage → click on the OnePageCRM logo on the top right of the browser's address bar → sign in to OnePageCRM.

OnePageCRM web site l Lead Clipper panel on the right-hand side l log into OnePageCRM

In case you originally signed up with Google for OnePageCRM, you need to create a password for the CRM account first.

To do this, log in to your OnePageCRM account and go to your User/Profile icon → Users, Plans and Billing → Users tab → Click on your profile and then Create a password, click here for all the details.

Click on + Add Account add another company.

OnePageCRM web site l Lead Clipper panel on the right-hand side l Add account

In order to switch between the accounts open the OnePageCRM webpage → click on the OnePageCRM logo on the top right of the browser's address bar → click on the account you wish to switch to.

OnePageCRM web site l Lead Clipper panel on the right-hand side l select user profile

You can rename the accounts in the Lead Clipper.

OnePageCRM web site l Lead Clipper panel on the right-hand side l rename user profile in Lead clipper extension

If you want to create contacts from your email Inbox, webpages, or social media profiles, etc., you can choose which account to create these contacts in.

OnePageCRM web site l Lead Clipper panel on the right-hand side l Select User profile

Notes:

There are no limits to the number of accounts you can add.
The account listed at the top will be the account that you're viewing on screen.
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.

Switch between multiple CRM accounts

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