TRIPS & VISITS - HOW TO

Log a customer visit to RoloCRM
If you meet a customer at their workplace or anywhere else for that matter, you can log that visit on RoloCRM. Here is how you do it. IMPORTANT: The l...
Fri, 31 May, 2019 at 8:14 PM
Track Trips Using RoloCRM
If your reps travel to multiple customer sites and you want a simple interface to capture all these visits, you should try using Trips. Starting a trip ...
Sun, 2 Jun, 2019 at 6:29 PM