CRM

First Steps 5

• Getting Started Videos
• Step 1: Invite your team members
• Step 2: How to connect your Favorite apps
• Step 3: How to Import Contacts?
• Step 4: Enrich 360 Contact Profile

eCommerce Steps 2

• Connect your Shopify Store
• Connect your BigCommerce Store

All about Deals & Sales 5

• Managing Deals
• Sales Reports
• Managing Sales
• Storing sent and received email
• Deals Settings

Settings 4

• Security & Backup FAQs
• Setup your account
• Branding "Change Your User Interface Colors"
• Account Settings & Language support

Tasks & Calendar 2

• Tasks, Calendars & Reminders
• How Do I Sync My Tasks with Google Calendar?

Customers 6

• How Can I Import/Export CSV Files?
• How to Add, Edit or Search Contacts?
• Searching on Revamp CRM/ Smart Filters
• Tags vs Custom Fields
• How Do I Add or Delete Custom Fields?

See all 6 articles

Segmentation & Reporting 3

• What is a Segment and How To Add Them?
• eCommerce Filters
• What is a List? How to Create it and Add Customers to it or move them?

Tickets 1

• Managing Customer Tickets.

Automation 3

• How Do I Create an Automation?
• Date-based Automations/Segment-based Automations
• Can I Use Segments to create Marketing Automation or Newsletters?

Campaigns/Newsletters 4

• Create Email Template or Use Our Pre-Built Templates
• How Do I Create a Newsletter?
• How Do I Use Dynamic Tags to Personalize Email Marketing?
• Managing Emails

Email Marketing Automation 0

Store Analytics 2

• Understanding RFM
• Understanding Campaigns Tab

Integration 30

• Email Integration – CRM for Gmail
• Google Apps - Revamp CRM
• Email Integration – CRM for Outlook
• Email Integration – CRM for Yahoo
• LinkedIn Integration - Revamp CRM

See all 30 articles

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?

Security 0

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?

See all 8 articles