Project Management

How to get the most from your Projects in your CRM

How to create a Stock Fund PDF Template

If you want to send out Stock Fund statements to your customers, this FAQ will walk you through creating and using a basic template. Enable the Stock Fund feature The first thing you need to do is enable to Stock Fund feature as you will not be ab...

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By OpenCRM Online

March 7, 2023

How can I send an SMS to the linked Contacts on a Project in OpenCRM?

The SMS button appears when you are looking at a single Projects, provided you have authorisation to send SMS from OpenCRM (see this FAQ for setting this up). When you select the SMS button you are taken to the SMS create screen. Any Contacts th...

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By OpenCRM Online

March 7, 2023

A Video Overview of Activities

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By OpenCRM Online

March 7, 2023

How can I automatically link emails to Projects, Campaigns and Opportunities?

Using Pop2OpenCRM, you can link emails to Projects, Opportunities and Campaigns. This is done by using the Email Address field on those modules. If you populate this with an email address, any emails sent to that address will automatically be link...

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By OpenCRM Online

March 7, 2023

What are Email Plans in OpenCRM? (Overview)

  This FAQ explores the various options for creating and sending emails on a pre-defined schedule. Known as Email Plans in OpenCRM-speak. This FAQ will cover:  Email Plans - an Overview Adding a PDF to your Email Plan Using Email Plans for Events ...

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By OpenCRM Online

February 19, 2024

Do you have a general overview of the Projects Module?

OpenCRM contains a full Project Management module to help you manage customer-centric activities and deliver an ongoing service. This is where you can collect related tasks, assign activities to the members of your team, and track the progress of ...

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By OpenCRM Online

March 7, 2023

Using Kanban Board View on Activities, Opportunities and Projects

This feature is currently available on Activities, Opportunities and Projects The Kanban Board view gives you the option to view records on a grid as opposed to a list. Here is a standard list view of Opportunities: Clicking the Opportunity Name t...

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By OpenCRM Online

February 6, 2024