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
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.
Last updated 3 months ago
