Customers

What’s On My Revamp CRM Contact Profile?
Contact profiles on Revamp CRM are incredibly dynamic. They are all-inclusive, encompassing contact basic info, notes, tags, files, deals, tasks, invoices...
Thu, 26 Jan, 2017 at 12:39 PM
What is a List?
As your business grows, managing more and more customers and their data becomes a hassle. Revamp CRM makes it all easier by sorting your key relationships i...
Thu, 26 Jan, 2017 at 1:47 PM
How Many Contacts Can I Import at Once with CSV Import?
You can have unlimited contacts on your Revamp CRM account. You can import as many CSV files as you need. Note, however, that each file should not exceed 2,...
Thu, 26 Jan, 2017 at 1:50 PM
How to Add Contacts?
Contacts can be added manually in a simple way: Navigate to the Customers tab in the main navigation bar and choose Contacts. Click on the green “+Add C...
Thu, 26 Jan, 2017 at 2:03 PM
How to Import Contacts?
Revamp CRM makes your life easier by giving you the ability to import contacts and their data from your email address book, like Gmail or Yahoo, or from o...
Thu, 26 Jan, 2017 at 2:04 PM
How to Create a List and Add Customers to it?
Here's how to create a customized contacts list 1. Navigate to the ‘Customers’ tab in the main navigation bar at the top of the application. Click o...
Thu, 26 Jan, 2017 at 3:03 PM
How Do I Export My Revamp CRM Contacts?
Revamp Gives You Sky-High Productivity Revamp allows you to export all or part of your contacts to a number of other apps.  To Export All Contacts: Na...
Thu, 26 Jan, 2017 at 2:22 PM
How to Add, Edit or Delete a Tag to a Contact or Lead?
Tag contacts using words that'll help you keep your database organized and your messages relevant. Revamp CRM's simple yet powerful tagging tool ena...
Thu, 26 Jan, 2017 at 2:35 PM
Searching on Revamp CRM - How to Search Contacts, Notes and more?
Reliable Searching Revamp CRM provides you with the easiest and most reliable search functionality to better manage your business. Searching for any pi...
Thu, 26 Jan, 2017 at 2:46 PM
How to Search Contacts?
You can search for customers in a few ways. One way you can search for them is the search bar at the top of the page. You can also specify the results to Cu...
Thu, 26 Jan, 2017 at 2:51 PM