Getting Started: Admin Guide 3

• Sign-up from computer
• Define contact types (stages in customer lifecycle)
• Add your team members to RoloCRM

Getting Started: User Guide 2

• Logging into the desktop app
• Logging into the mobile app

Privacy 3

• Does RoloCRM Track Personal Calls and SMSes?
• Does RoloCRM Need Access To My Personal Contacts?
• Do you store any of my data on your servers?

FAQs 16

• Do I need to use the RoloCRM app to make calls and send SMS? Can I use my phone's native dialer and SMS app?
• RoloCRM has suddenly stopped logging calls and SMSes automatically. What do I do?
• What should I see after logging in to RoloCRM app?
• Can I track conversations with my team member?
• How do I login to the web interface for RoloCRM?

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CONTACTS - HOW TO 5

• Import Existing Customer Contacts To RoloCRM
• Add A Contact From An Incoming Call
• Add A Contact To RoloCRM Using Mobile App
• Manage Customer Contacts in Standalone RoloCRM
• Attach A Document To A Contact On The Android App

TEAM - HOW TO 4

• Add Team Members
• Assign Customer Contacts To A User
• How do I assign a Contact to a team member using the web interface for RoloCRM?
• To Login To RoloCRM After Being Invited

CALL RECORDING - HOW TO 4

• Setup call recording
• Verify if call recording is working on your phone
• Samsung Galaxy M01 Core - Call Recording
• Redmi 6A - Call Recording

CALL & SMS LOGGING - HOW TO 2

• Import older call and SMS history from RoloCRM mobile app
• Disable Automatic SMS Logging

TASKS - HOW TO 6

• Create A Task On The Android App
• Add Location To A Task
• View A Task On Android App
• Assign A Task To A Team Member
• Check-In To A Task Location

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TRIPS & VISITS - HOW TO 2

• Log a customer visit to RoloCRM
• Track Trips Using RoloCRM

EMAIL TRACKING - HOW TO 2

• Connect Your Email Accounts To RoloCRM
• How do I see the emails on the web application if I add email account(s) for auto logging on my phone?

GENERAL - HOW TO 4

• Access the in-app support chat.
• Login To The RoloCRM Android App
• Get Instant Access To CRM History During Call - Roloscope
• How can I sync events added in RoloCRM to my Google Calendar

Knowlarity Integration 6

• In my Knowlarity integration, why are calls made by my caller appearing against my name?
• In my Knowlarity integration, why are calls made by my caller appearing against my name?
• In my Knowlarity integration, why are calls made by my caller appearing against my name?
• In my Knowlarity integration, why are calls made by my caller appearing against my name?
• In my Knowlarity integration, why are calls made by my caller appearing against my name?

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Notifications 1

• Vivo Devices: Not getting notifications for tasks, events, calls etc

Call & SMS Logging 1

• RoloCRM has suddenly stopped logging calls and SMSes automatically. What do I do?

General 4

• Synchronizing mobile app data (Sync)
• Reset contacts on the mobile app
• I checked the "Call Summary" on the mobile app. It shows less calls than I made.
• I have setup call recording, but it's not working