Revamp CRM Support
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Help & Support
Step 1 (video): Managing Contacts
Step 2 (video): Working with a Contact
Step 3 (video): Working with Deals
Step 4 (video): Sales follow-up
Step 5 (video): My Day
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What’s on my 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
Task Reminder Email
How can I access my Calendar?
How do I sync my tasks with Google Calendar ?
What do the Task colors mean ?
What is a Deal?
How to add a Deal?
What is Sales Team Insights Report?
How do I Delete a Deal?
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What is ِAutomation?
Create Email Template or Use Our Pre-Built Templates
Automation - Create a Standard Automation
How to Delete a Campaign
Automation - Create a Date-based Automation
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Create new Segment
What is a Saved Search
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?
Changing E-mail Address
What Are the User Roles in RevampCRM?
Branding "Change Your User Interface Colors"
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Do You Backup My Data?
How Secure is Revamp CRM?
Email Integration – CRM for Gmail
Email Integration – CRM for Outlook
Email Integration – CRM for Yahoo
LinkedIn Integration - Revamp CRM
Meetup and Revamp CRM Integration
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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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Connect Your Shopify Store to Your CRM
Shopify Store Dashboard
What is Tickets Report?
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