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Segments

Build contact segments for targeted outreach and campaigns.

  • Segmentation in OnePageCRM
  • How to search contacts by location (Address, Zip, City, State, Country)
  • How to search OnePageCRM
  • How to filter by last activity
  • Create/add/delete/save Filters
  • Advanced Filters
  • Remove unused Tags
  • Create/add/delete Tags
  • Tags Groups for organizing Tags
  • Status Labels
  • Lead Source Labels
  • What is the difference between Clone and Split contact in OnePageCRM?
  • How to add/edit relationships
  • How to star a contact in OnePageCRM
  • How to add or remove Tags for multiple contacts in bulk
  • Types of Custom Fields
  • How to add a title to a contact
  • Predefined filters in OnePageCRM
  • Add/Edit/Delete Custom Fields

Categories

  • Contacts
  • Organizations
  • Segments
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