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