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LIVE CRM DEMO

3 Tips to Tidy Up Your CRM

crm data cleanup

Have you been using OnePageCRM for a while?

In just 15 minutes, we’ll share three simple tips that can help you declutter your OnePageCRM account.

If you can’t join the live session, register anyway—we’ll send the recording to everyone who registers.

Agenda

Here’s a quick overview of what we are going to cover:

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

There won’t be any long introductions—we’ll dive straight into how these tips can help you get the most out of OnePageCRM.

CRM Demo Presenters
  • Larry Cabra
    Larry Cabra
    Customer Support @ OnePageCRM

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

  • julia albus
    Julia Albus
    Customer Support @ OnePageCRM

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

calendar 6 March 2025
Join us for just 15 minutes to learn simple tricks on how to tidy up your CRM account.
clock 12 p.m. New York / 5 p.m. Dublin
flag 15 minutes
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