RocketPlan Tech Help Center

RocketCRM

Congratulations on choosing RocketCRM for your business needs! This guide will help you set up your account and get started.

Welcome to RocketCRM

RocketCRM OVERVIEW

RocketCRM’s Three Pillars

Internal Management

Adding Staff in RocketCRM

Update User Profile in CRM

Updating Business Information in CRM

Adjust Your Notification Settings in CRM System

Account Integrations

Connecting Google Account to RocketCRM

How To Connect Facebook, Instagram, TikTok, & LinkedIn

Two-Way Email Syncing

Guide To Porting Phone Numbers In Rocketplan CRM

How to Purchase a Phone Number in CRM

A2P Registering

A2P Registering Phone Numbers in RocketCRM

Guide to Creating a Website Privacy Policy that Adheres to A2P Regulations

Guide to Creating Terms and Conditions that Adheres to A2P Regulations

Create a Calendar for Service Booking Appointments

How to Book an Appointment

How to Connect Google Calendar to RocketCRM

Payment Systems & Invoicing

Linking QuickBooks

Payment System Integrations

How To Create A Campaign In RocketCRM

How To Send Review Requests in CRM

Products & Invoicing

Create a New Product in RocketCRM

Create a New Invoice in RocketCRM

Creating A Smart List For Leads In CRM

Managing Contacts in the CRM

Manage Contacts in RocketCRM Dashboard

How to Merge/Delete Contacts in RocketCRM

Creating A Document Template

Upload a PDF Template in RocketCRM

How To Send a Document via RocketCRM

Opportunities & Pipelines

Update and Create Opportunities in CRM

Creating a New Workflow in RocketCRM

RocketReferrals

Referrals Tracking Video Tutorial