Contact Management
- How to split data into two columns in Excel to prepare for OnePageCRM import
- Importing contacts from a CSV file
- The OnePageCRM Lead Clipper
- Importing contacts from Google Contacts
- How to import multiple contacts to OnePageCRM
- How to remove duplicates from import file in Excel
- How to edit/add/remove Status Labels
- How to import multiple contacts from the same organization
- How to use the Advanced Search
- How to export contacts from OnePageCRM
- How to add/edit/delete Custom Fields
- How OnePageCRM integrates with Google
- How to add/rename/delete Tags
- How to add a Note to a contact
- How to use Filters
- How to upload files and attachments
- How to create an import CSV file
- How to change the owner of a contact
- How to manually merge duplicate contacts
- How to search contacts by location (Address, Zip, City, State, Country)