![]() ![]() Note: The account listed on top will be the account that you're viewing on screen. To find out more about the Account Switcher, click ![]() How to switch between OnePageCRM accountsĬlick on the OnePageCRM icon to the top right of Chrome's address bar.Ĭlick on the company you wish to switch to. ![]() Note: the Save Email button will be displayed automatically if the contact is already in your CRM. If the contact is not added to your CRM yet, open the email you wish to save → Click on the OnePageCRM logo on the top right of Chrome's address bar.Įdit the contact details, if needed → Hit Save. If you connected your email account to OnePageCRM with Send and Save manually, you can easily save emails directly from your Gmail inbox to OnePageCRM. Save emails in your CRM from your Gmail inbox To open the contact in OnePageCRM click on the View Contact button. You have the option to edit the contact and add/update fields. In the clipper, details of the contact are displayed and enhanced (if available). The Lead Clipper also allows you to quickly create contacts when viewing social profiles such as:Ĭlick on the OnePageCRM logo on the top right of Chrome's address bar. To open the saved contact in OnePageCRM click on the Save to add the contact to your OnePageCRM account. Note: Information that doesn't correspond to any field will be added to the contact background. The details highlighted that correspond to a contact field are recognized and are clipped in the Lead Clipper. Highlight the contact details from any website → Click on the OnePageCRM logo on the top right of Chrome's address bar. OnePageCRM icon on your Microsoft Edge browser → Enter your login email and password → Microsoft Edge store and find the OnePageCRM Lead Clipper add-on How to install the Lead Clipper on Microsoft Edge User Profile / Initials (in the top right-hand corner) → Select All Apps and Integrations.Īdd OnePageCRM Lead Clipper dialog box click Open your OnePageCRM account in Chrome and follow the instructions set out below: How to install the Lead Clipper on Chrome ![]()
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