CRM Tutorial | Efficient sales pipeline & deal management | OnePageCRM

Managing your sales Pipeline in OnePageCRM is a breeze. Learn how you can make the most of your sales pipeline and CRM, the benefits of both Kanban and Forecast views, and how to build deals in just a couple of clicks with maximum efficiency.

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🟠 What is OnePageCRM

OnePageCRM is the first action-focused CRM built for small businesses. It transforms a static database into a dynamic to-do list with tasks and reminders next to every contact.

OnePageCRM is an online customer relationship management software that helps businesses manage sales activities and customer interactions from one place.

This simple CRM has unique and powerful features, such as sales automation, sales pipelines, email management, reporting, mobile CRM apps, and multiple CRM integrations.

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🔴 CONTENTS
0:00 Introduction to managing your sales pipeline
0:12 The difference between a Kanban and a Forecast pipeline
0:45 Customizing your deal stages and adding multiple pipelines
1:05 Forecasting your sales
1:11 Applying a deal to a lead or customer
1:26 Fast deal creation with pre-saved products or services
1:45 Seeing your list of deals at a glance
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🔵 The Full Learn CRM Series. Find out more about how to best harness the full power of this action-focused CRM:
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