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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
Connect your Shopify Store
Connect your BigCommerce Store
All about Deals & Sales
Storing sent and received email
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Account Settings & Language support
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Tasks, Calendars & Reminders
How Do I Sync My Tasks with Google Calendar?
Contacts Management, Segmentation and Reporting
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?
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Segmentation & Reporting
What is a Segment and How To Add Them?
What is a List? How to Create it and Add Customers to it or move them?
Managing Customer Tickets.
How Do I Create an Automation?
Date-based Automations/Segment-based Automations
Can I Use Segments to create Marketing Automation or Newsletters?
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?
Email Marketing Automation
Understanding Campaigns Tab
Email Integration – CRM for Gmail
Google Apps - Revamp CRM
Email Integration – CRM for Outlook
Email Integration – CRM for Yahoo
LinkedIn Integration - Revamp CRM
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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?
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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