CRM

Be ready in 15 minutes 1

• Getting Started

eCommerce Steps 4

• What is eCommerce?
• Connect your Shopify Store
• Connect your BigCommerce Store
• Connect your Woocommerce Store

Contacts Management 5

• Import
• Enrich 360 Contact Profile
• Export
• Smart Filters
• Contact Management in Revamp

Segmentation & Reporting 5

• 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?
• Searching on Revamp CRM/ Smart Filters
• eCommerce Filters
• Managing Customer Tickets

Sales Management 2

• Managing Deals
• Sales Reports & Follow-up

Email Marketing to the right Customers 4

• Sending Newsletters/Campaigns
• Personalized Email Marketing
• Email Templates
• Email Marketing FAQs

Email, Tasks & Calendar 4

• Email Integration
• Tasks, Calendar & Reminders
• Google Apps sync with Revamp CRM
• How Do I Access My Calendar?

Speed up & Automate Everyday Tasks 4

• Managing Automation
• CRM for Gmail and Email Integration
• Chrome Lead Clipper
• Mobile App

Email Marketing Automation 0

Store Analytics 0

Customization 3

• Personal Settings
• Account Settings
• Custom Fields

Access & Security 2

• User Management
• Security & Backup FAQs

Integration 28

• Connect your Favorite apps
• Email Integration – CRM for Outlook
• Email Integration – CRM for Yahoo
• LinkedIn Integration - Revamp CRM
• Meetup and Revamp CRM Integration

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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?

View all 8