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Customization

Customize your CRM for sales or non-sales use cases, turn on/off features, and more.

  • Is OnePageCRM available in other languages?
  • Can OnePageCRM be used offline?
  • Select how many contacts are loaded in the Action Stream
  • Customize Contact Pages in your CRM
  • Customize the default Deal view
  • Set a default commission for deals
  • Customize the Main menu
  • Set time zone and currency for your CRM
  • What is the Notifications area?
  • Set a default field label for contact details
  • Customize call results options
  • Set your default email client
  • Enable browser notifications (CRM alerts)
  • Customize pipeline and deal stages
  • Enable Mandatory/Required custom fields
  • Custom Fields for Contacts
  • Custom Fields for Organizations
  • Custom Fields for Deals

Categories

  • Subscription and Billing
  • Privacy and Security
  • Referrals and Partnerships
  • User and account management
  • Customization
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