Resources

Want to know more about the team here at Open CRM? Read our blogs and success stories (and watch our webinars and videos) to find out how we and our customers use the system, some favourite features, and tips for getting through your busy day.

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This video walks you through a scenario where you can automate an email to send from an Opportunity when it hits a particular sales stage. That email contains a link to a Jotform that your client can fill in and submit. Their submission will then automatically update the Opportunity with the relevant details. A nice slick way of automating various processes that you may otherwise forget.

This video offers a couple of tips on creating a Lead in your OpenCRM system via a Jotform/ webform, and how you can then segment the data captured into the relevant places as you progress the Lead in your sales pipeline.

This Tuesday Tip for OpenCRM shows you how you can enable line numbering. This gives you an easy way to rearrange the product rows on your sales entities.