Accessing RocketCRM:
Open the RocketCRM web portal for your company using a web browser.
Log in with your credentials.
Navigating to Contacts:
Locate the left-side menu panel.
Click on Contacts.
Viewing and Editing Contacts:
Click on the contact you want to view or edit.
Click the Activity icon to view all activity.
Managing Tasks:
Click the Tasks icon to add tasks.
Click the Add button under the task icon at the top right corner.
Fill in the task details.
Click Save.
Adding Notes:
Click the Notes icon to add notes.
Click the Add button at the top right corner.
Enter your notes.
Click Save.
Booking an Appointment:
Click the Appointments icon to book an appointment.
Click the Add button at the top right corner.
Fill in the appointment details.
Click Book Appointment.
Adding and Viewing Documents:
Click the Documents icon.
Click the Add button at the top right corner.
Click New File.
Select the document to be added.
Click Upload.
Viewing Payment History:
Click the Payments icon to view payment history.
Payment history will be visible on the right side.
Managing Additional Information:
Scroll down through the contact details to view and add additional information such as Tags and DND All Channels.
Adding a Contact to an Existing Company:
Click Company.
Click the Search by company name or email field.
Locate and select the company.
Click Apply.
Completion:
Once all steps are completed, the contact will be effectively managed within RocketCRM.
Notes:
Ensure contact details are accurate before saving.
Click "Contacts"
Click on the contact you want to view/edit.
Click this icon to view all activity.
Click this icon to add tasks.
Click here.
Create the task.
Click "Save"
Click this icon to add notes.
Click "Add"
Create your note.
Click "Save"
Click here to book appointments.
Click "Add"
Create the appointment.
Click "Book Appointment"
Click here to add or view any documents.
Click "Add"
Click "New File"
Select the document to be added.
Click "Upload".
Click this icon to view payment history.
All payment history will be visible here.
Scrolling down through the contact will allow you to view and add any addition information such as "Tags".
"DND all channels"
To Add a Contact to an Existing Company
Click "company"
Click the "Search by company name or email" field.
Select the company.
Click Apply.