> For the complete documentation index, see [llms.txt](https://docs.rapidbott.com/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rapidbott.com/help-center/rapidbott-crm/crm-faqs.md).

# 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="/files/Z0Y2cKU0igJ0la6uEKmN" alt=""><figcaption></figcaption></figure>

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[Rapidbott CRM Mini App Integration](/help-center/platform/introduction/integrations/rapidbott-crm-mini-app-integration.md)
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