# CRM FAQs

#### Troubleshooting basics

If users have trouble using the product, common first checks are:

* confirm the correct workspace is open
* reload the current view
* confirm the right pipeline is selected
* check whether the record already exists
* verify required contact details are present
* ask the workspace admin if a feature is enabled

#### Frequently asked questions

**Should I use a deal or a ticket?**

Use a deal for sales, commercial, or opportunity-based work. Use a ticket for support, issue resolution, or service-related work.

**Can I have more than one pipeline?**

Yes. You should create separate pipelines for different business processes.

**Can I import contacts?**

Yes. CSV import is available for contact onboarding and bulk updates in many workflows.

**Can I automate follow-ups?**

Yes. Workflows can help automate repetitive follow-up and operational actions.

**What is AI Copilot for?**

It helps you understand your workspace faster by answering questions and surfacing important next actions.

**What does the Mini App do?**

It helps users move chatbot contacts and related work into Rapidbott CRM through a native integration built for Rapidbott workspaces.

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FFTI5i0qSD5r2S3j2A40U%2FCleanShot%202026-04-04%20at%2020.48.55.png?alt=media&#x26;token=72c073d0-ea1e-426f-84e5-836ebcf386dd" alt=""><figcaption></figcaption></figure>

{% content-ref url="../platform/introduction/integrations/rapidbott-crm-mini-app-integration" %}
[rapidbott-crm-mini-app-integration](https://docs.rapidbott.com/help-center/platform/introduction/integrations/rapidbott-crm-mini-app-integration)
{% endcontent-ref %}