RevampCRM Support

Getting Started 10

• Step 1 (video): Manage Contacts - Leads and Customers
• Step 2 (video): Working with a Contact in Revamp CRM
• Step 3 (video): Working with Deals in Revamp CRM sales pipeline
• Customize Menu - How Do I Show or Hide Tabs on the Main Menu?
• Step 4 (video): Sales Follow-up

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Customers 19

• What’s On My Revamp CRM Contact Profile?
• What is a List?
• How Many Contacts Can I Import at Once with CSV Import?
• How to Add Contacts?
• How to Import Contacts?

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Tasks and Calendar 6

• How Do I Enable or Disable Reminders?
• Task Reminder Email
• What’s on Tasks?
• How Do I Access My Calendar?
• How Do I Sync My Tasks with Google Calendar?

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Sales 20

• What is a Deal?
• Sales Reports
• How Do I Add a Deal?
• What is Sales By Source Report?
• How do I Delete a Deal?

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Marketing 13

• What is ِMarketing Automation and Business Process Automation ?
• Create Email Template or Use Our Pre-Built Templates
• How Do I Create an Automation?
• How Do I Delete a Newsletter?
• Automation - Create a Date-based Automation

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Segmentation 4

• How do i create a new Segment?
• What are Pre-built Segments?
• What is a Segment?
• eCommerce Filters

Payment 5

• How Do I Update My Billing Information?
• Does Everyone Using My Revamp CRM Account Need to Be on the Same Plan?
• How Do I Change My Subscription Plan?
• How Do I Add or Remove Seats for My Account?
• How Do I Cancel My Account?

Settings 8

• Changing E-mail Address
• What Are the User Roles in RevampCRM?
• Branding "Change Your User Interface Colors"
• Changing password
• Deal's Settings

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Security 3

• Do You Backup My Data?
• Security FAQ
• How Secure is Revamp CRM?

Integration 32

• Email Integration – CRM for Gmail
• Email Integration – CRM for Outlook
• Connect Your Shopify Store to Your CRM
• Email Integration – CRM for Yahoo
• LinkedIn Integration - Revamp CRM

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Migration 8

• Migration - How do I Import Contacts/Data from Capsule CRM?
• Migration - How Do I Import Contacts/Data from Zoho CRM into Revamp CRM?
• Migration - How Do I Import Contacts/Data from Sugar CRM into Revamp CRM?
• Migration - How Do I Import Contacts/Data from Nutshell CRM into Revamp CRM?
• Migration - How Do I Import Contacts/Data from Nimble CRM into Revamp CRM?

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Store Analytics 3

• Store Analytics
• Understanding RFM
• Understanding Campaigns Tab

Helpdesk 2

• Revamp CRM Tickets and Helpdesk software
• How Do I Add and Edit Tickets?