help.revampcrm.com

Support : Revamp CRM Support

How can we help you today? Enter your search term here. Step 1 (video): Managing Contacts. Step 2 (video): Working with a Contact. Step 3 (video): Working with Deals. Step 4 (video): Sales follow-up. Step 5 (video): My Day. See all 10 articles. What’s on my Contact profile? What is a List? How to add Contacts? How to Create a List? How to add Contacts to a List or Saved Search? See all 17 articles. Tasks and Reminders 5. How can I access my Calendar? How do I sync my tasks with Google Calendar? Add / Del...

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How can we help you today? Enter your search term here. Step 1 (video): Managing Contacts. Step 2 (video): Working with a Contact. Step 3 (video): Working with Deals. Step 4 (video): Sales follow-up. Step 5 (video): My Day. See all 10 articles. What’s on my Contact profile? What is a List? How to add Contacts? How to Create a List? How to add Contacts to a List or Saved Search? See all 17 articles. Tasks and Reminders 5. How can I access my Calendar? How do I sync my tasks with Google Calendar? Add / Del...

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Support : Revamp CRM Support | help.revampcrm.com Reviews

https://help.revampcrm.com

How can we help you today? Enter your search term here. Step 1 (video): Managing Contacts. Step 2 (video): Working with a Contact. Step 3 (video): Working with Deals. Step 4 (video): Sales follow-up. Step 5 (video): My Day. See all 10 articles. What’s on my Contact profile? What is a List? How to add Contacts? How to Create a List? How to add Contacts to a List or Saved Search? See all 17 articles. Tasks and Reminders 5. How can I access my Calendar? How do I sync my tasks with Google Calendar? Add / Del...

INTERNAL PAGES

help.revampcrm.com

1

How to Create a List and Add Customers to it? : RevampCRM Support

http://help.revampcrm.com/support/solutions/articles/6000041557-how-to-create-a-list-

How can we help you today? Enter your search term here. How to Create a List and Add Customers to it? Modified on: Thu, 26 Jan, 2017 at 10:03 AM. 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 on ‘Lists’ in the drop-down menu. You will be redirected to the Lists page. Select ‘New List’, the green icon on the top left side of the screen. You can also add a group of customers. Then click on the List. Sorry w...

2

Tasks and Calendar : RevampCRM Support

http://help.revampcrm.com/support/solutions/folders/6000206883

How can we help you today? Enter your search term here. How Do I Enable or Disable Reminders? Your Revamp CRM account helps you keep up with your Tasks worry-free through the Reminders feature. Hover over the Gear Icon next to your profile pic. Wed, 1 Feb, 2017 at 12:10 PM. Revamp CRM ensures you never miss out on any of your Tasks through the Task Reminder Email Hover the mouse over your profile picture and choose Profile . Wed, 1 Feb, 2017 at 12:14 PM. Wed, 1 Feb, 2017 at 12:28 PM. If you hate cookies,...

3

Sales : RevampCRM Support

http://help.revampcrm.com/support/solutions/folders/6000151487

How can we help you today? Enter your search term here. What is a Deal? Deals are the business agreements that you have. Each deal is associated with a contact in your Revamp CRM account. You can track the progress of your deals. Mon, 30 Jan, 2017 at 9:54 AM. Revamp CRM helps you enjoy useful and insightful reports Our Sales reports will allow you identify the strengths and weaknesses in your strategies to im. Mon, 30 Jan, 2017 at 10:02 AM. How Do I Add a Deal? Mon, 30 Jan, 2017 at 10:34 AM. Use your Sal...

4

What is a Deal? : RevampCRM Support

http://help.revampcrm.com/support/solutions/articles/6000039478-what-is-a-deal-

How can we help you today? Enter your search term here. What is a Deal? Modified on: Mon, 30 Jan, 2017 at 9:54 AM. Are the business agreements that you have. Each deal is associated with a contact in your Revamp CRM account. You can track the progress of your deals in your visual Deals Pipeline. You can view your Deals. For Small Business Plans, going to Sales. For Online Store Plans, going to Wholesale. This is the Deals Pipeline. Did you find it helpful?

5

Submit a ticket : RevampCRM Support

http://help.revampcrm.com/support/tickets/new

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How can we help you today? Enter your search term here. Step 1 (video): Managing Contacts. Step 2 (video): Working with a Contact. Step 3 (video): Working with Deals. Step 4 (video): Sales follow-up. Step 5 (video): My Day. See all 10 articles. What’s on my Contact profile? What is a List? How to add Contacts? How to Create a List? How to add Contacts to a List or Saved Search? See all 17 articles. Tasks and Reminders 5. How can I access my Calendar? How do I sync my tasks with Google Calendar? Add / Del...

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