Tutorials: Rapport
Learn Rapport step by step.
- Your first CRM in five minutesOpen a Rapport template, find your way around deals, contacts and companies, add your first contact and see everything that happened with a person on the timeline.Beginner 5 min
- Deals, pipelines and the forecastMove deals through your own pipeline on the kanban board or by keyboard, switch to the table, set probabilities and expected close dates and read the weighted forecast on the dashboard.Beginner 7 min
- Activities, reminders and timelinesLog calls, plan meetings, add tasks and notes with due dates, let Rapport remind you in the app and follow each contact, company and deal on its timeline.Beginner 6 min
- Products, quotes and VATKeep a product list, build quotes with line items and discounts, let Rapport pick the right EU VAT rule (domestic, reverse charge, One-Stop Shop or export) and download the quote as PDF.Intermediate 7 min
- E-mail templates, segments and custom fieldsWrite e-mails from templates with merge fields and open them in your own mail program, save filters as segments, tag records in bulk and add your own fields to contacts, companies and deals.Intermediate 7 min
- Import, export and duplicatesMove from HubSpot, Pipedrive or a spreadsheet with CSV column mapping, import vCards from your phone, find and merge duplicate contacts and companies, and export everything again.Intermediate 8 min
- Privacy and the GDPR helpersRecord the lawful basis and marketing consent of every contact, answer a request for access with one export, erase a person by anonymisation and review old contacts after your retention period.Intermediate 6 min
- Share your CRM with your teamSave your CRM to a Teamspaces workspace, decide who edits and who only reads, keep each salesperson's deals private if you like, and hand customers over to Trackwell and Timeslice.Advanced 8 min