Getting Started: Admin Guide

This folder contains information to help the admin with setting up the app.

Sign-up from computer
To sign up for a free 7-day trial, just navigate to https://web.rolocrm.in on your desktop computer and follow the on-screen instructions. If you nee...
Wed, 7 Apr, 2021 at 3:29 PM
Define contact types (stages in customer lifecycle)
On RoloCRM, you can categorize your contact based on where they are in your sales process. Every contact that you add to the system will go through a lifecy...
Thu, 8 Apr, 2021 at 12:50 AM
Add your team members to RoloCRM
You can create your own team inside RoloCRM. To do so you must first add your team members to RoloCRM.  You can use the instructions in this video to ad...
Wed, 21 Apr, 2021 at 11:40 AM