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

View all 6

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