3 Tips to Tidy Up Your CRM

Have you been using OnePageCRM for a while?

In just 10 minutes, we share three simple tips that can help you declutter your OnePageCRM account.

Agenda

Here’s a quick overview of what we cover:

Removing old and unnecessary Actions in bulk
Merging duplicate contacts
Getting your deals up to date

There are no long introductions—we dive straight into how these tips can help you get the most out of OnePageCRM.

CRM Demo Presenters

Larry Cabra

Customer Support @ OnePageCRM

Larry will be presenting tips for the CRM data clean-up.
Julia Albus

Customer Support @ OnePageCRM

Julia will be monitoring the chat and helping with the Q&A session.

Watch the CRM demo recording

Learn three simple tips for proper CRM hygiene.

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