Rally CRM Documentation

Set up your account, import data, configure your pipeline, and connect your email in minutes.

Manage contacts, track lifecycle stages, assign lead scores, and keep your database organized.

Build custom pipelines, track deal progress through stages, and use BANT qualification for forecasting.

Log calls, schedule meetings, create tasks, and sync with Google Calendar or Outlook.

Connect Gmail or Outlook for two-way email sync, automatic logging, and email tracking.

Track pipeline performance, sales metrics, activity reports, and build custom dashboards.

Automate repetitive tasks with triggers, actions, email sequences, and automation recipes.