TUTORIALS

Get started with Routzy by learning how to set up your profile and import new contacts.

• Importing items.
• Importing data from another CRM.

Discover how you can use Routzy to divvy up and manage your contacts with convenient, color-coded sales routes.

Learn the ropes of some basic Routzy activities. Tutorial covers: sales calls, emails, follow-ups, text messages, and more.

Start earning some money with Routzy by mastering quotes and proposals.

Augment your sales pitch with some snappy visual aids. In this video, you'll learn how to make quick, simple drawings and annotate pictures using Routzy.

Set up the forms in your company's library to auto-populate contact information when they're opened inside Routzy.

• Written instructions.
• Routzy form formulas (PDF).

Set up your forms to include spreadsheet-style formulas that calculate totals as they're completed.

Organize your contacts into groups, then learn how to send a mass BCC email to those groups. This video also details how you can use Follow-Ups to easily stay on top of correspondence.

Discover all the ways Routzy catalogs sales activities. Find out how to access and send out reports, and how to review GPS timeline information.

Link your Routzy and Dropbox accounts to store data and share information with other members of your company.