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Home » Help Documentation

Help Documentation

  • Getting started
    • Welcome to Rootnet CRM!
      • Log In
      • How to get started
      • Adopt Rootnet CRM
      • Timeline
  • Accounts
    • Accounts
    • Trackings
    • Account lists
    • Historic account type changes
  • Sales Force
    • Sales
    • Business opportunities
    • Pipelines
    • Sales performance
    • Account Navigator
    • Close Sprints
    • Sales support
    • Sprint historic
    • Status historic
    • Profitability accounts
  • Marketing
    • Events list
  • Products/Services
    • Products
    • Services
    • Categories
    • Recurring Products/Services
  • Reports
    • CRM Reports
    • Analytics Reports
  • Management
    • My Plan
    • Organization
    • Accounts
    • Products and Services
    • Sales Force
  • Integrations
    • Mailchimp
    • Mautic

Getting started

This user guide is designed to help you understand how to use Rootnet CRM.

In this documentation you will learn how each part of the CRM works with step by step instructions.

CRM

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Panama

IPA street, House N10. In front of Foresta Tower, before the park.
Hato Pintado, Panama City. Panama.

USA

5007 New Cut Road, Louisville. Kentucky
40214. USA.


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