For the complete documentation index, see llms.txt. This page is also available as Markdown.

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.

Rapidbott CRM Mini App Integration

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