Help
ContactRoll help articles
How to set up and use ContactRoll, from importing your contacts to taking calls in the browser. The same articles are in ContactRoll’s help center, where you can ask us a question.
Getting started
Sales
- Contacts and companies
- Add your own fields to contacts, companies, deals and cases
- Work deals through your pipeline
- Forecast your pipeline and set goals
- Merge duplicate contacts and companies
- Notes, mentions and hand-offs
- Build your own reports and dashboards
- Read your Sales, Support, Calling and Marketing reports
- Keep track of tasks