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Help, tutorials and guides - #OGC101

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nterface showing company profiles linked with contacts

How to Use the Company Book to Create Organisations and Organise Contacts Efficiently

In this guide, we show you how to use the company book to create organisations and organise contacts into their respective companies. ...
Interface showing contact groups in a digital contact book

How to Create Custom Groups in Your Contact Book

In this guide, we will show you how to create custom groups in your contact book to organise and manage your contacts efficiently. ...
Interface showing multiple profiles in One Good Card

How to Create Multiple Profiles with One Good Card

In this guide, we will show you how to create multiple profiles to manage different roles or identities within a single account. ...
Interface showing contact list with add and delete options on screen

How to Add and Delete Contacts

In this guide, we will show you how to add and delete contacts to easily manage your contact list and stay organised. ...
Interface showing a custom logo on a digital profile

How to Upload a Custom Logo to Your Profile?

In this guide, we will show you how to add your custom logo to make your profile look more polished and professional. ...
Interface of user editing sales pipeline stages in CRM settings

How to Create and Customise Your Sales Pipeline?

In this guide, we will show you how to customise your sales pipeline to match your workflow and improve deal management. ...
How to add company logo to all profiles

How to Add Your Company Logo to all Team Member Profiles in One Go!

In this post, we'll show you how to add your company logo to all team members' profiles in just a few easy steps! ...
How to sort and find my team members easily

Using Custom Groups to Sort and Organise Your Team Members

In this post, we'll show you how to use groups to sort and organise your team members efficiently! ...
How to transfer a serial to another member

Transferring Serial to Another Team Member

We will show you how to transfer your team's digital name card serial number to another team member in a few simple steps! ...
How to activate and deactivate a digital name card

Activating and Deactivating Digital Name Cards

Learn how to easily activate and deactivate your team's digital name cards with these simple steps! ...
How to Add, Remove and Delete Members

How to Add, Remove and Delete Members

Easily add, remove, or delete members in One Good Card for Teams for seamless team management. ...
What are templates and how to use templates

How to Create and Apply Templates for Your Team

In this post, we'll show you how to create and apply templates to streamline your team's profile setup and save time! ...
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