• Lead Creation

  A lead is a potential customer who might be interested in your products or services. To get the customer through the door, you can integrate a lead management software like OneHash.Some readers

• Creating an Opportunity

  If a lead shows interest in a product or service you offer, you can convert them into an opportunity through our sales management software.Some readers

• Customer Creation

  The recipient of goods, services, products, or ideas from a seller in exchange for payment is commonly referred to as a customer, client, buyer, or purchaser.Some readers

• Creating a Contact in OneHash CRM

  A contact may be associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a User in sales management software.Some readers

• Creating an Address in OneHash CRM

  In OneHash sales management software , you can store the addresses of leads, customers, suppliers, shareholders and warehouses.Few readers

• How to create an Appointment?

  An appointment is a prearranged meeting between a Lead and an Employee of your Company through a lead management software - OneHashSome readers

• CRM Reports

  With the reports feature of the CRM system, OneHash users can obtain valuable information about prospects, including their history with the company.Few readers

• How to create a Lead Source?

  A Lead Source is a source from which the leads are generated. You can track the source of your leads by integrating a lead management software.Some readers

• How to Create an Opportunity Type?

  Opportunity Type indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc.Few readers

• Creating a Sales Stage

  The sales cycle is often divided into various stages to track the progress of an opportunity, with higher-value deals typically requiring more stages to be completed before reaching a conclusion.Few readers

• How to create a Sales Person?

  OneHash sales management software organizes salespersons in a hierarchical manner. They are individuals responsible for selling your products or services.Few readers

• Creating a Customer Group

  In OneHash crm software, customer groups are structured hierarchically and used to categorize customers based on the market segment relevant to the business domain they operate in.Few readers

• Email Group

  You can manage subscribers by grouping them into different groups through marketing automation software.Some readers

• Appointment Booking Settings

  Some of the best crm software like OneHash you can find all settings related to booking appointments in Appointment Booking Settings.Few readers

• Creating a Campaign

  A Campaign is a full-scale implementation of a sales strategy that can be done through marketing automation software like OneHash to promote a product or service.Some readers

• Email Campaign

  A set of scheduled emails sent to leads or contacts is called an Email Campaign that can be done via lead management software like OneHash.Some readers

• Newsletter

  In the context of a CRM system, its is an informational and product-focused email that is sent to existing and potential customers with an intention of softly pushing the subscriber to do required actions.Few readers

• LinkedIn Settings

  To share and manage posts, OneHash marketing automation software requires access to the API using OAuth 2.0 Authentication Protocol.Few readers

• Twitter Settings

  A marketing automation software like OneHash requires access to the API using OAuth 2.0 Authentication Protocol to share and manage posts.Few readers

• Social Media Post

  Social Media Post is used to create and schedule the post for LinkedIn and Twitter that can be done effectively a marketing automation software like OneHash.Few readers

• CRM Analytics

  This report feature is available in OneHash lead management software that will help you to the business potential of opportunities based on the Lead Sources.Few readers

• Contract Management

  A contract is a legally enforceable agreement between a supplier and a customer for the exchange of goods, services, money, or promises, approved by the law.Few readers