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Knowledge base
Getting Started
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
Further Steps
4
Sales Reports
Storing sent and received email
Connect your Shopify Store
Connect your BigCommerce Store
Popular Articles
All about Deals & Sales
3
Managing Deals
Managing Sales
Deals Settings
All about Sales
0
Automation
3
How Do I Create an Automation?
Date-based Automations/Segment-based Automations
Can I Use Segments to create Marketing Automation or Newsletters?
Settings
4
Security & Backup FAQs
Setup your account
Branding "Change Your User Interface Colors"
Account Settings & Language support
Tasks & Calendar
1
Tasks, Calendars & Reminders
Supporting Multi-Currencies, Languages, and Pipelines
0
Contacts Management
Customers
7
How Can I Import/Export CSV Files?
How to Add,Edit,search Contacts?
Searching on Revamp CRM/ Smart Filters
What is a List? How to Create it and Add Customers to it or move them?
Tags VS Custom Feilds
See all 7 articles
Segmentation
2
What is a Segment and How To Add Them?
eCommerce Filters
Tickets
1
Managing Customer Tickets.
Email Marketing
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
eCommerce Store
Store Analytics
2
Understanding RFM
Understanding Campaigns Tab
Integrations
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
General
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