Getting Started with Rapidbott CRM

Rapidbott CRM User Guide

Rapidbott CRM helps your team manage leads, customers, deals, support tickets, follow-ups, tasks, and reports from one workspace. This guide is written for end users who want to learn how to use the product, not for internal engineering reference.

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1. Getting Started with Rapidbott CRM

Rapidbott CRM is organized around workspaces. When you open the product, you are working inside a specific workspace, and everything you do belongs to that workspace.

What you can do in Rapidbott CRM

With Rapidbott CRM, you can:

• manage sales pipelines

• track support tickets

• organize contacts and companies

• assign follow-ups and tasks

• automate repeated actions

• review dashboard insights and reports

• use AI tools to understand what needs attention

First-time setup checklist

When using Rapidbott CRM for the first time, the recommended setup flow is:

1. sign in or open your workspace

2. create your first pipeline or use a template

3. add or import contacts

4. add your first deal or ticket

5. assign follow-up work

6. review the dashboard

7. configure workflows if needed

Main navigation

The main navigation usually includes:

• Pipelines

• Contacts

• Companies

• Activities

• Dashboard

• Reports

You can also access settings and AI Copilot from the header area.

Access and workspace entry

Depending on how your business uses the CRM, you may enter through:

• direct workspace access

• a secure verification flow

• a shared workspace link

• a signed launch flow

• an embedded or integrated product experience

If your workspace uses a verification step, complete that before continuing into the CRM.