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USER GUIDE
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
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