TEAM - HOW TO

Add Team Members
Once you add your existing business contacts to RoloCRM, the next thing to do is invite your team members to start using RoloCRM.  The image below shows...
Wed, 10 Jul, 2019 at 3:36 PM
Assign Customer Contacts To A User
After you have added your existing customer contacts to RoloCRM and invited your team members to use RoloCRM, you can assign customer contacts to team me...
Wed, 25 Sep, 2019 at 4:48 PM
How do I assign a Contact to a team member using the web interface for RoloCRM?
Click on the Contacts tab. Select the Contacts you wish to assign. On the top of the page, click on the icon for "Assigning" contacts.  Select ...
Thu, 8 Apr, 2021 at 1:46 AM
To Login To RoloCRM After Being Invited
When you are invited by your Team Admin, you will get an email indicating that you have been invited. Once you receive the email, you must download RoloCRM ...
Wed, 18 Dec, 2019 at 7:01 PM