CRM & Analytics
Discover how to track profile views, export contacts, and use One Good Card’s CRM tools to manage leads and grow your network.
Add Contacts
Learn how to manage your contacts on One Good Card. Add new contacts manually, via OCR scanning, or using the Contact Form widget, and delete old contacts easily. Keep your digital contact book organised and up-to-date.
Add Companies
Learn how to efficiently manage your contacts in One Good Card using the Company Book. Create organisations, link contacts, and streamline client and team management for better networking and CRM tracking.
Grouping Contacts
Learn how to create custom groups in One Good Card to organise your contacts by event, industry, or category. Add colour tags, assign contacts, and manage your networking smarter and more efficiently.
What is a Deal?
Learn what a Deal is in One Good Card, how to create and manage deals in your CRM, update stages, add notes, and track opportunities to boost your sales process.
Customise Deal Properties
Learn how to edit and create custom deal properties in One Good Card CRM. Tailor your sales pipeline with fields that match your business needs and boost team efficiency.
Tracking Leads
Learn how to track, update, and manage leads using One Good Card CRM. Keep your sales pipeline organized, update deal stages, and improve follow-ups efficiently.
Update Deal Stage
Learn how to update deal stages in One Good Card CRM using Kanban or List view. Keep your sales pipeline organised, track progress, and follow up efficiently.
Create and Customise Pipelines
Learn how to build and customise different pipelines in One Good Card. Define your own stages, create multiple pipelines, and optimise your workflow for effective deal tracking.
All about Analytics
Learn how to monitor engagement with your One Good Card. Track profile views, link clicks, lead submissions, QR code scans, and deal activity to optimise your networking and CRM efforts.