Runo Academy

Your Ultimate Guide to Mastering Sales

Explore 140+ bite-sized videos designed to help you unlock the full potential of Runo—one feature at a time.

Getting Started

How to create an account in Runo | Web Version | Runo

How to create an account in Runo | Mobile App | Runo

Process Management

How to create a new process | Web Version | Runo

How to edit a process | Web Version | Runo

How to delete a process | Web Version | Runo

How to create a new process | Mobile App | Runo

How to edit a process | Mobile App | Runo

How to delete a process | Mobile App | Runo

User Management

How to add a user | Web Version | Runo

How to edit a user | Web Version | Runo

How to delete a user | Web Version | Runo

How to create a sub admin | Web Version | Runo

How to add users in bulk | Web Version | Runo

How to change the reporting manager of a particular user | Web Version | Runo

How to add a user | Mobile App | Runo

How to edit a user | Mobile App | Runo

How to delete a user | Mobile App | Runo

How to create a sub admin | Mobile App | Runo

Designation Management

How to add or edit designations | Web Version | Runo

How to delete Designations | Web Version | Runo

How to add designation | Mobile App | Runo

How to delete Designation | Mobile App | Runo

Field Management (CRM Customization)

How to add new fields in the CRM | Web Version | Runo

How to edit Custom Fields | Web Version | Runo

How to delete a custom field | Web Version | Runo

How to enable/disable default CRM fields | Web Version | Runo

How to enable/disable default CRM fields | Mobile App | Runo

How to add new fields in the CRM | Mobile App | Runo

How to edit Custom Fields | Mobile App | Runo

How to delete a custom field | Mobile App | Runo

Access Permissions

How to enable or disable the access to download call recordings for users | Web Version | Runo

How to enable or disable the access to play call recordings for users | Web Version | Runo

How to enable or disable tracking of user’s personal calls | Web Version | Runo

How to enable or disable adding the interaction pop-up | Web Version | Runo

How to enable/disable internal call tracking | Web Version | Runo

How to enable or disable the access to download call recordings for users | Mobile App | Runo

How to enable or disable the access to play call recordings for users | Mobile App | Runo

How to enable or disable adding the interaction pop-up | Mobile App | Runo

How to enable or disable tracking of user’s personal calls | Mobile App | Runo

How to enable/disable internal call tracking | Mobile App | Runo

Templates

How to create Whatsapp templates | Web Version | Runo

How to create Email templates | Web Version | Runo

How to create SMS templates | Web Version | Runo

How to edit a template | Web Version | Runo

How to delete a template | Web Version | Runo

How to create Whatsapp templates | Mobile App | Runo

How to create Email templates | Mobile App | Runo

How to create SMS templates | Mobile App | Runo

How to edit a template | Mobile App | Runo

How to delete a template | Mobile App | Runo

Calling Features

How to set-up auto dialing | Web Version | Runo

How to download call recordings | Web Version | Runo

How to set-up auto dialing | Mobile App | Runo

Customer & Allocation Management

How to upload the customers list | Web Version | Runo

How to upload allocations | Web Version | Runo

How to assign leads to a specific user | Web Version | Runo

How to assign leads to users randomly | Web Version | Runo

How to transfer allocated data | Web Version | Runo

How to delete specific allocations | Web Version | Runo

How to delete a user’s allocations | Web Version | Runo

How to delete a user’s customers | Web Version | Runo

How to delete data of specific customers | Web Version | Runo

How to bulk transfer allocated data | Mobile App | Runo

Data Rechurn

How to rechurn customer’s data | Web Version | Runo

How to rechurn customer’s data | Mobile App | Runo

Activity Logs

How to access Admin Activity Logs | Web Version | Runo

How to check User Activity Logs | Web Version | Runo

Integrations

How to set-up integrations | Web Version | Runo

Team Selection & Access

How to select your team members | Web Version | Runo

How to select your team members | Mobile App | Runo

Team Call Monitoring

How to check the calls made by your team | Web Version | Runo

How to listen to call recordings of your team | Web Version | Runo

How to check your team’s live status | Web Version | Runo

How to check the calls made by your team | Mobile App | Runo

How to listen to call recordings of your team | Mobile App | Runo

How to check your team’s live status | Mobile App | Runo

Performance Tracking

How to check your team’s performance dashboard | Web Version | Runo

How to download performance reports of your team | Web Version | Runo

How to schedule advanced reports | Web Version | Runo

How to check your team’s performance dashboard | Mobile App | Runo

How to download performance reports of your team | Mobile App | Runo

Follow-ups & Missed Calls

How to check your team’s open Follow ups | Web Version | Runo

How to check your team’s open Missed Calls | Web Version | Runo

How to check your team’s open Follow ups | Mobile App | Runo

How to check your team’s open Missed Calls | Mobile App | Runo

Lead & Customer Oversight

How to check the leads allocated to your team | Web Version | Runo

How to check customers data | Web Version | Runo

How to check the leads allocated to your team | Mobile App | Runo

How to check customer interactions | Mobile App | Runo

Getting Started

How to download Runo | Mobile App | Runo

How to Sign in | Mobile App | Runo

How to approve permissions | Mobile App | Runo

How to check your device compatibility | Mobile App | Runo

How to change the password of your account | Mobile App | Runo

How to switch from personal to business whatsapp | Mobile App | Runo

How to Sign in | Web Version | Runo

Call Setup & Recording

How to set up call recording in OnePlus or Oppo Phone | Mobile App | Runo

How to set up call recording in Samsung phone | Mobile App | Runo

How to disable recording of unknown calls by tagging them as personal | Mobile App | Runo

How to set up automatic dialing to your leads | Mobile App | Runo

How to check the outbound or inbound calls | Mobile App | Runo

How to listen to your customer’s call recordings | Mobile App | Runo

How to check the outbound or inbound calls | Web Version | Runo

How to listen to the call recordings | Web Version | Runo

Lead & Customer Management

How to add a new lead on Runo CRM | Mobile App | Runo

How to manually edit a customer’s CRM profile | Mobile App | Runo

How to assign a lead to another user | Mobile App | Runo

How to fill up the interaction form of a new customer | Mobile App | Runo

How to find a specific customer in Runo database | Mobile App | Runo

How to check the conversation history of a specific customer | Mobile App | Runo

How to add a new lead on Runo CRM | Web Version | Runo

How to find a specific customer | Web Version | Runo

How to add a new lead on Runo CRM | Web Version | Runo

How to find a specific customer | Web Version | Runo

How to update customer details on Runo CRM | Web Version | Runo

Messaging Templates

How to create customized messages using templates | Mobile App | Runo

How to send whatsapp messages to customers using customized templates | Mobile App | Runo

How to send Mails to customers using customized templates | Mobile App | User | Runo

How to send SMS messages to customers using customized templates | Mobile App | User | Runo

How to create customized messages using templates | Web Version | Runo

How to send whatsapp messages to customers using customized templates | Web Version | Runo

Follow-ups & Reminders

How to setup or delete recurring follow ups | Mobile App | Runo

How to check the open follow ups | Mobile App | Runo

How to check the open missed calls | Mobile App | Runo

How to check the future follow ups using calendar | Mobile App | Runo

How to set up pop-up reminders for follow ups | Mobile App | Runo

How to sync your events with the calendar | Mobile App | Runo

How to check the open follow ups | Web Version | Runo

How to check the open missed calls | Web Version | Runo

How to check the future follow ups using calendar | Web Version | Runo

Dashboard & Reports

How to check the performance dashboard | Mobile App | Runo

How to check the performance dashboard | Web Version | Runo

How to check the status of your clients | Web Version | Runo