RocketPlan

Joe Tolzmann

Alex Hogg

RocketCRM

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

RocketCRM Desktop Tutorial 

RocketCRM OVERVIEW

RocketCRM’s Three Pillars

Welcome to RocketCRM 

Adding Staff in RocketCRM

Update User Profile in CRM

Updating Business Information in CRM

Adjust Your Notification Settings in CRM System

Setting up internal information (adding business info, adding staff, etc)

Internal Management

Connecting Google Account to RocketCRM

How To Connect Facebook, Instagram, TikTok, &  LinkedIn

Linking Google and social media accounts.

Account Integrations

Two-Way Email Syncing

Email

Onboarding Guide for Phone Number Settings in RocketPlan CRM

Guide To Porting Phone Numbers In
Rocketplan CRM

How to Purchase a Phone Number in CRM

Phone Numbers

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

Registering business numbers for A2P compliance.

A2P Registering

Create a Calendar for Service Booking Appointments

How to Book an Appointment

How to Connect Google Calendar to RocketCRM

Calendars

Linking QuickBooks

Payment System Integrations

Payment Systems & Invoicing

How To Create A Campaign In RocketCRM

How To Send Review Requests in CRM

Marketing

Create a New Product in RocketCRM

Create a New Invoice in RocketCRM

Products & Invoicing

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

How to Add Contact List

Contacts

Creating A Document Template

Upload a PDF Template in RocketCRM

How To Send a Document via RocketCRM

Creating and sending documents/E-signatures 

Documents

Update and Create Opportunities in CRM

Opportunities & Pipelines

Creating a New Workflow in RocketCRM

Workflows

Referrals Tracking Video Tutorial

RocketReferrals

Tuesday Morning Texts (TMT)

Instructions on how to run a TMT campaign

Creating an Email Campaign in RocketCRM

Email Campaign

Managing Contacts and Smart Lists in RocketCRM Mobile App

Creating and Updating Opportunities in RocketCRM

Managing Conversations in the RocketCRM

Messaging and Emailing via conversations

Managing and Viewing Calendars in RocketCRM Mobile App

Booking an Appointment via the Calendar

Creating and Managing Tasks in RocketCRM Mobile App

RocketCRM Mobile Tutorial

Find answers and get help from Intercom Support and Community Experts

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