Getting Started
Where can I learn how to use REsimpli?
REsimpli University is a training library inside your account, covering product training, feature updates, and best practices. Open it from Settings. ▶ REsimpli University — 0:28
What courses are available?
Introductions, which covers navigating the system, plus Marketing, Acquisitions, and Dispo. Each course has a summary so you can see what it covers before watching. ▶ REsimpli University — 0:40
How do I switch to dark mode?
Click the mode icon at the top of your screen. Click it again to switch back to light mode. ▶ Light and Dark Mode — 0:28
Where do I see everything waiting for my attention?
The Notification Center, under the bell icon at the top right. The number on the bell is your unread count. ▶ Notification Center — 0:15
What appears in the Notification Center?
Calls, tasks, SMS, and any time a colleague mentions or tags you in a comment. You can filter by each type using the tabs. ▶ Notification Center — 0:25
How do I know if a colleague tagged me?
Check the Mentions tab in your Notification Center. Tags and mentions in comments show up there. ▶ Notification Center — 1:19
How do I clear my notification count?
Click Mark All as Read. ▶ Notification Center — 0:41
Where do I update my name, phone number, or time zone?
Click your profile in the top-right corner, then Go to Profile. ▶ Profile Settings — 0:11
How do I turn on two-factor authentication?
Open Security in your profile and turn it on. ▶ Profile Settings — 0:34
Why am I being asked for a code before sending a campaign?
Two-factor authentication applies to more than logging in. It also asks for a code before an email campaign or a bulk SMS goes out. ▶ Profile Settings — 0:47
I think someone else has access to my account. What do I do?
Change your password from your profile, then use log out everywhere to sign out every device. The security tab also shows your device login history. ▶ Profile Settings — 0:57
How do I change my password?
From your profile. You will be asked for your old password, then your new one twice, and it must meet the requirements shown. ▶ Profile Settings — 1:10
6.0 Launch Webinar Q&A
From the New REsimpli Live Unveiling sessions, September 8–11, 2026.
Is there a cost for onboarding help?
No. Every account gets a dedicated account manager regardless of plan, with unlimited onboarding calls. Book through the HelpDesk section. (Day 3 and Day 4 Webinars)
Will there be default settings and best-practice templates at launch?
Default filters and templates are provided. Automations are not pre-built by default, because they depend on roles that vary between accounts — support can copy automations into your account on request. (Day 4 Webinar, Sept 11)
Can I migrate leads from another CRM?
Yes, by bulk import. Your account manager can help after launch. (Day 4 Webinar, Sept 11)
How do I request a feature?
Click HelpDesk — there is a Request a Feature option. (Day 4 Webinar, Sept 11)
Is there help available in the week after launch?
Yes. Ten open office-hours sessions are scheduled for the week after launch — two per day, with no set agenda. You will be notified by email on the Sunday and Monday, plus a pop-up inside your account. (Day 4 Webinar, Sept 11)