Hey 👋, how can we help?

Navigating the Sidebar Menus

Understanding Key Entities and Pipelines

Using Tables and Customisation

Exploring the Record Details Page

Account and Workspace Settings

Syncing Google or Microsoft Accounts

Importing Records Using CSV

Adding Records Manually

Creating Custom Pipelines

Creating Custom Forms for Lead Capture

Sharing Form Links For Lead Collection

Automating Lead Addition to Tables and Pipelines

Navigating the Record Details Page for People, Companies, and Deals

Viewing Activity History

Creating and Linking Notes to Contacts

Creating and Assigning Tasks

Sending 1-1 Emails from a Contact Record

Sending Bulk Emails with Personalization Variables

Viewing Email History on Record Details Page

Exporting Records from Revwit

Searching for Records

Taking Quick Actions