Revamp CRM Support
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Help & Support
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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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?
See all 19 articles
Tasks and Calendar
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?
See all 6 articles
What is a Deal?
How Do I Add a Deal?
What is Sales By Source Report?
How do I Delete a Deal?
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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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How do i create a new Segment?
What are Pre-built Segments?
What is a Segment?
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
Connect Your Shopify Store to Your CRM
Email Integration – CRM for Yahoo
LinkedIn Integration - Revamp CRM
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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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Understanding Campaigns Tab
Revamp CRM Tickets and Helpdesk software
How Do I Add and Edit Tickets?