Getting Started with RoyalBing

Navigate to Website Builder in the RoyalBing marketplace. Review the service details and pricing.

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to complete your purchase.

Your Website Builder account is activated instantly upon successful payment. You'll receive login credentials via email to access the builder at royalbing.com/sites.

• AI-Generated Websites — Describe your business and get a complete, production-ready website in minutes
• AI Page Generator — Add new pages to your site with AI-written content and imagery
• AI Page Editor — Edit existing pages using natural language instructions
• AI Blog — Write and publish SEO blog posts on any topic in one click
• AI SEO Watcher — Scan your site for SEO issues and auto-fix them with AI
• WordPress Powered — Every site runs on WordPress with full admin access
• Custom Domain Support — Connect your own domain (yourbusiness.com) with free SSL
• Mobile-Responsive Design — Sites automatically adapt to all screen sizes
• Multi-Page Websites — Up to 10+ pages generated per site including Home, About, Services, Contact, Blog, and more
• Professional Stock Images — AI selects and places relevant images from Pexels and Unsplash
• 20 Color Schemes — Choose from professionally designed color palettes
• 4 Layout Styles — Dark Rounded, Minimalistic Plain, Condensed Bold, and Industrial Edge
• AI Industry Detection — Automatically detects your business type from your description
• AI Page Recommendations — Suggests the best pages for your specific industry
• Hosting Included — No separate hosting purchase required
• SSL Security Certificate — Secure HTTPS included automatically
• Up to 3 Sites — Create and manage up to 3 websites per account

After activation, log in at royalbing.com/sites using the credentials sent to your email. You'll land on your Dashboard showing all your sites.

Click "New Site" from your Dashboard. A 6-step wizard guides you through the process:

Step 1 — Business Info: Fill in your business name (required), business description (required — describe what your business does, your key services, and what makes you unique), detected industry (AI auto-fills this), and optional contact details (phone, email, address) that will appear on your website.

Step 2 — Choose Pages: AI recommends pages tailored to your industry. For example, a plumbing business might get: Home, About, Services, Drain Cleaning, Water Heater Repair, Contact, Blog. Toggle any page on or off. You can add more pages later using the AI Page Generator.

Step 3 — Choose Layout: Pick from 4 professionally designed layout styles: Dark Rounded, Minimalistic Plain, Condensed Bold, or Industrial Edge.

Step 4 — Choose Colors: Select from 20 color schemes: Indigo, Ocean, Emerald, Rose, Amber, Midnight, Carbon, Obsidian, Slate, Coral, Violet, Teal, Forest, Burgundy, Navy, Copper, Plum, Arctic, Sand, or Charcoal.

Step 5 — Logo: A logo is auto-generated for your business. You can customize it or skip this step.

Step 6 — Generate: Click Generate to build your site. AI creates all pages with professional content, stock images, navigation, footer, and SEO metadata. Your site will be live within a few minutes.

Your Dashboard shows:

• Total Sites — How many sites you've created
• Active Sites — Sites currently live
• Slots Available — Remaining sites you can create (max 3)
• Site Cards — Each site with quick links to Manage, WP Admin, and the live site

Click "Manage" on any site card to open the site management page. It has 6 tabs: Overview, Domain, Plugins, AI Blog, AI Pages and AI SEO.

Overview Tab: Shows your site details — site name, domain, live status, business name and type, template and color scheme used, and quick-action buttons for Visit Site, WP Admin login, and site URL.

1. Go to Manage Site → AI Blog tab
2. Click AI Suggest Topics for topic ideas for your business, and click any suggestion to use it
3. Or type your own topic (or leave it blank to let AI choose)
4. Click Write & Publish: AI writes a full blog post and publishes it to your WordPress site
5. You can publish up to 3 posts per day

The Published Posts section shows all your blog posts with titles, publish dates and links.

For posts written and published for you every month, add SEO Autopilot. It also fixes your pages, tracks your Google rankings and emails you a monthly report. If you already have it, click Connect This Site in the AI Blog tab.

Add new pages to your site at any time using AI.

1. Go to Manage Site → Pages tab
2. Click the Add Page button
3. Enter a Page Name — e.g., "FAQ", "Pricing", "Gallery", "Team"
4. Optionally add a Description to guide the AI — e.g., "List our pricing packages with three tiers"
5. Or use the Quick Add buttons: FAQ, Pricing, Gallery, Team, Financing, Testimonials, Areas We Serve, Our Process
6. Click Generate & Publish

AI creates the full page with professional content, images, and proper formatting. The page is automatically added to your site's navigation menu.

Edit any existing page using natural language instructions.

1. Go to Manage Site → Pages tab
2. Find the page you want to edit and click Edit
3. Describe the changes you want in plain English. Examples:
   • "Change the hero headline to 'Utah's #1 Plumbing Experts'"
   • "Add a testimonials section with 3 customer reviews"
   • "Remove the pricing section"
   • "Replace the hero image with something more modern"
   • "Change the background color of the services section to dark"
4. AI applies the changes and updates the live page automatically

The editor supports 4 types of changes: Edits (modify content, images, colors, styling), Add Sections, Replace Sections, and Remove Sections.

Monitor and automatically fix SEO issues across your entire site.

1. Go to Manage Site → SEO Watcher tab
2. Click Scan Now to analyze all pages without making changes
3. Or click Scan & Auto-Fix to analyze AND automatically fix issues with AI

What Gets Scanned: Missing or thin meta titles, missing or short meta descriptions, images without alt text, Yoast SEO plugin data completeness.

Your Score: After scanning, you'll see an SEO score out of 100, last scan date, pages scanned, issues fixed count, and a detailed page-by-page breakdown.

Auto-Fix: AI generates missing meta titles, writes compelling meta descriptions, adds descriptive alt text to images, and updates Yoast SEO fields — all automatically.

Connect your own domain name (e.g., yourbusiness.com) to your website with automatic SSL.

Step 1 — Configure DNS: From Manage Site → Domain tab, add these records at your domain registrar (GoDaddy, Namecheap, Cloudflare, etc.):

• A Record: Name: @, Value: 162.0.234.146
• CNAME Record: Name: www, Value: yourdomain.com

DNS changes usually take 5–30 minutes but can take up to 48 hours.

Step 2 — Verify DNS: Enter your domain name in the Domain tab and click Verify DNS. The system checks if your A record points to the correct server IP.

Step 3 — Connect Domain: Once DNS is verified, click Connect Domain. The system automatically updates your WordPress site URLs, issues a free SSL certificate (Let's Encrypt), and configures the web server. Your site is live at your custom domain with full SSL within 1–2 minutes.

Disconnecting: Click Disconnect in the Domain tab to revert to your default site URL. SSL and server configuration are automatically cleaned up.

Every site is a full WordPress installation with complete admin access.

Logging In: From the Dashboard, click WP Admin on your site card, or from Manage Site click the WP Admin button. You'll be automatically logged in — no password needed.

What You Can Do:

• Posts — View, edit, or delete blog posts (including AI-generated ones)
• Pages — View and manually edit any page using the Gutenberg block editor
• Media — Manage all uploaded images and files
• Appearance — Customize the theme (Twenty Twenty-Four block theme)
• Plugins — View installed plugins including Yoast SEO
• Settings — Configure site title, tagline, permalinks, and more

Do I need any technical skills?
Not at all. Describe your business in plain English, pick a style and colors, and AI builds your entire website. No coding, no design skills, no WordPress knowledge required.

Can I use my own domain name?
Yes. Go to the Domain tab in Manage Site, configure your DNS records to point to our server, verify the DNS, and click Connect. A free SSL certificate is set up automatically.

How does the AI website generation work?
Enter your business name and description. AI detects your industry, recommends pages, and you choose a layout style and color scheme. AI then generates a complete multi-page WordPress website with professional content, stock images, navigation, footer, and SEO — all in a few minutes.

Is hosting included?
Yes. Your website hosting is included. No need to purchase separate hosting or worry about server management.

Can I edit my site after AI generates it?
Yes, in three ways: (1) Use the AI Page Editor to describe changes in plain English, (2) Log into WordPress admin for direct manual editing with the Gutenberg block editor, or (3) Use the AI Page Generator to add entirely new pages.

Will my site work on mobile phones?
Yes. Every site is built with responsive design and works on all screen sizes.

How does the AI Blog work?
In the AI Blog tab, pick or type a topic and click Write & Publish. AI writes the post and publishes it to your site, up to 3 posts per day. For new posts every month automatically, add SEO Autopilot.

How many sites can I create?
Up to 3 sites per account. You can delete existing sites to free up slots for new ones.

Can I change my site's design after creation?
You can edit individual pages using the AI Page Editor, add new pages with the AI Page Generator, and make direct changes in WordPress admin. For a completely different layout or color scheme, create a new site.

What is the SEO Watcher?
It scans every page on your site for missing meta titles, thin descriptions, and images without alt text. Click "Scan & Auto-Fix" and AI automatically generates and applies optimized SEO metadata across your entire site.

How do I get support?
Contact RoyalBing support through the website, or use the Support page within the builder.

Your invoicing portal is built right into this site at royalbing.com/invoice — that's where you log in to create invoices, manage clients, and track payments. There's nothing to install and no separate domain to remember.

Provide your business name and optionally add your logo URL. Select your brand color — this will be used throughout your invoices, emails, and client portal.

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to create your invoicing portal instantly. Your site goes live immediately.

• Your Own Portal — Live at royalbing.com/invoice
• Unlimited Invoices — Create as many invoices as you need
• Unlimited Clients — Store all your client information
• Unlimited Estimates — Send quotes before finalizing work
• AI Pricing Assistant — Get market-based pricing suggestions
• One-Click Payments — Clients pay instantly via card
• Automatic Reminders — System sends payment reminders for you
• Recurring Billing — Set up weekly, monthly, or yearly invoices
• Client Portal — Clients view and pay invoices online
• Custom Branding — Your logo and colors on everything
• Professional PDFs — Download and send polished invoices
• Payment Tracking — See what's paid, pending, and overdue
• Mobile Friendly — Works perfectly on any device

After activation, your branded portal is live at royalbing.com/invoice. Log in to access your dashboard showing key metrics:

• This Month — Revenue for current month
• This Year — Total annual revenue
• Unpaid — Outstanding invoice amount
• Overdue — Past-due invoices

Check your email after activation for email and password details.

Content Go to Settings > Payment Settings and click "Connect Bank Account with Stripe". This links your bank account so client payments go directly to you — no middleman fees.

In Settings, configure your business details:

• Business Name — Appears on all invoices
• Phone Number — Contact number for clients
• Business Address — Your business location
• Business Logo — Upload JPG, PNG, GIF, or SVG (max 2MB)
• Brand Color — Used throughout invoices and emails
• Google Business URL — For review requests after payment

Content From your dashboard, click New Estimate. Estimates are quotes you send clients before work begins — they can be converted to invoices once approved.

Content Choose an existing client from the dropdown, or select + Add New Client to create a new one. Enter client name, email, phone, and address.

Click + Add Line Item to manually add services. For each item, enter:

• Description — What the service is
• Quantity — How many units
• Rate — Price per unit

Click ✨ AI Smart Pricing to let AI suggest pricing. Describe the work, enter your location, then select:

• Project Scope — Single service, standard job, multiple services, or large project
• Timeline — Standard, rush/urgent, or flexible
• Complexity — Basic, standard, or advanced
• Materials — You provide, client provides, or not applicable

Click Generate Smart Pricing and AI analyzes market data to suggest accurate line items.

Review the totals showing Subtotal, Tax, and Total. Add a tax rate if applicable, include notes for terms or payment instructions, and optionally make it recurring. Click Create Estimate to save and send.

Content From your dashboard, click New Invoice. The process is identical to estimates — select client, add line items (manually or with AI), set tax rate, and add notes.

Once created, invoices are sent to your client via email. The email includes a Pay Now button that links directly to secure payment on your branded portal.

View all invoices on your dashboard. Filter by status:

• Sent — Invoice delivered, awaiting payment
• Paid — Payment received
• Overdue — Past the due date

The AI pricing assistant analyzes your service description and location to suggest market-based pricing. It factors in:

• Your geographic area and local rates
• Job complexity and scope
• Industry standards for similar services
• Timeline and urgency factors

1. Click ✨ AI Smart Pricing when creating an estimate or invoice
2. Describe the work in detail (e.g., "Deep clean 3-bedroom house" or "Logo design + business cards")
3. Enter your city and state for location-based pricing
4. Select project scope, timeline, complexity, and materials options
5. Click Generate Smart Pricing
6. Review suggested line items and click Add These Items

You can always adjust the AI-generated prices before sending.

When creating an invoice or estimate, check the Make this recurring box. Select the frequency:

• Weekly — Invoice generated every week
• Monthly — Invoice generated every month
• Yearly — Invoice generated annually

Perfect for retainers, maintenance contracts, or subscription services.

The system automatically sends polite email reminders for unpaid invoices. Stop chasing payments — once an invoice is overdue, a reminder goes out every 7 days until it is paid or marked otherwise.

Make every invoice look professional with your branding:

• Business Logo — Appears on invoices and emails
• Brand Color — Applied to buttons, accents, and highlights
• Business Name — Shown prominently on all documents
• Business Address & Phone — Professional contact details

Enable Send review requests after payment to automatically ask satisfied clients for Google or Yelp reviews after they pay. Add your Google Business Profile URL and optional Yelp URL in Settings.

Where is my invoicing portal? Your portal is live at royalbing.com/invoice. This is where you log in to manage invoices and where clients go to view and pay.

How does the AI pricing work? Describe your service and location. The AI analyzes market data to suggest accurate pricing — factoring in your area, complexity, and industry standards. You can always adjust the final price.

How do I receive payments? Connect your Stripe account in Settings. When clients pay an invoice, money goes directly to your bank account — no middleman, no extra fees from us.

Can I set up recurring invoices? Yes! Perfect for retainers, maintenance contracts, or subscriptions. Set up weekly, monthly, or yearly invoices that automatically generate and send to your clients.

Is there a limit on invoices or clients? No limits at all. Create unlimited invoices, store unlimited clients, and send unlimited estimates. Scale your business without restrictions.

Will it have my branding? Absolutely. Upload your logo, set your brand colors, and your business name appears on all invoices, emails, and the client payment portal.

Can clients pay from their phone? Yes! The entire platform is mobile-friendly. Clients receive an email, tap the pay button, and complete payment in seconds from any device.

What's the difference between estimates and invoices? Estimates are quotes sent before work begins. Invoices are bills for completed work. Both can be created with AI pricing assistance.

How do automatic reminders work? The system sends polite email reminders for unpaid invoices automatically. You don't need to chase payments manually.

How do I get support? Contact RoyalBing support through the website if you have questions or issues with your invoicing portal.

Enter your email address and choose a password — your CRM account will be created instantly. Apply a promo code if you have one, enter payment details, and click "Pay & Activate". Your CRM is ready to use immediately. Log in at royalbing.com/crm with the email and password you chose during setup.

CRM Core:

• Contacts — Store individual contact details with full address, tags, custom fields, and activity history
• Companies — Manage organizations with industry, revenue, employee count, and related contacts
• Deals — Track your sales pipeline with customizable stages, drag-and-drop kanban board, and list view

Productivity:

• Tasks — Create action items with priorities (low/medium/high/urgent), due dates, and status tracking. Automatic reminders for overdue and upcoming tasks
• Calendar — View meetings, calls, follow-ups, deadlines, and events in monthly/weekly/daily views with color-coded event types
• Email — Send, receive, and track emails with open tracking, conversation threading, folders (inbox/sent/drafts), templates, and auto-appended signatures

Intelligence:

• AI Assistant — Chat with an AI that has full context of your CRM data for instant insights, summaries, and recommendations
• Automations — Build workflows with triggers (contact added, deal stage changed, email received, task completed, tag added), conditions, and automated actions

Dashboard & Analytics:

• Dashboard — KPIs for pipeline value, won/lost deals, win rate, conversion rate, average deal value, contact/task/email counts
• Charts — Pipeline funnel, revenue trends (auto-grouped daily/weekly/monthly), activity breakdown
• Date Filtering — Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last 30 Days, Last 90 Days, or custom range
• Period comparison with previous period change indicators
• Print and export reports

System:

• Settings — Profile management, password changes, email/SMTP configuration, email signature editor
• Trash — Deleted records are kept for recovery. Restore or permanently delete from the Trash page
• Import/Export — Bulk import contacts, companies, deals, and tasks from CSV with field mapping, duplicate detection, and preview. Export any list to CSV
• Tags — Color-coded tag system with autocomplete suggestions across all record types
• Notifications — In-app alerts for new emails, task deadlines, deal changes, and workflow executions

Log in to your CRM at royalbing.com/crm. The Dashboard displays your key performance indicators, pipeline charts, revenue trends, top deals, upcoming tasks, and recent activity — all filterable by date range.

The left sidebar provides navigation organized into sections:

• Main: Dashboard
• CRM: Contacts, Companies, Deals
• Productivity: Tasks, Calendar, Email
• Intelligence: AI Assistant, Automations
• System: Settings, Trash

Contacts are individual people you interact with. Go to CRM > Contacts and click "Add Contact". Enter contact information:

• Name: First Name, Last Name
• Communication: Email, Phone, Mobile
• Company: Link to a company record
• Job Details: Job Title, Department
• Address: Street, City, State, Zip, Country
• Other: Lead Source, Tags, Notes, Custom Fields

The contacts list displays Name, Email, Phone, Company, and Created Date in a searchable, sortable table. Click any contact to open the detail panel showing full information, related deals, tasks, and activity timeline. You can add notes directly from the detail panel.

Duplicate Detection: When creating a contact, the system checks for existing records with the same email or phone and displays a warning if duplicates are found.

Bulk Actions: Select multiple contacts using checkboxes to delete in bulk. Export the full list to CSV or import contacts from a CSV file with field mapping and duplicate handling.

Companies represent organizations you do business with. Go to CRM > Companies and click "Add Company". Enter company details:

• Overview: Name, Industry, Website, Email, Phone
• Address: Street, City, State, Zip, Country
• Details: Annual Revenue, Employee Count, Tags, Notes, Custom Fields

The company list is searchable by name, email, phone, and industry. Click any company to view full details, associated contacts, deals, tasks, and activity history.

Duplicate Detection: The system warns when creating companies with the same name or email as existing records.

Deals track your sales opportunities and revenue. Go to CRM > Deals to view your pipeline. Deals can be viewed in two modes:

• Pipeline View (Kanban): Drag-and-drop deals between stages. Each column shows the deal count and total value for that stage.
• List View: Sortable table with search, showing deal name, value, stage, contact, and expected close date.

Click any deal to open the detail panel showing value, stage (with color badge), probability, close dates, linked contact and company, description, tags, and full activity timeline with notes.

To create a deal, click "Add Deal" and enter:

• Name, Value (supports shorthand like "50k" or "2m"), Currency
• Stage, Probability (0-100%)
• Contact, Company
• Expected Close Date, Description, Tags

Default stages: Lead (10%) > Qualified (25%) > Proposal (50%) > Negotiation (75%) > Won (100%) / Lost (0%). Stages are fully customizable — change names, colors, order, and probabilities from the deal settings.

Deal Value Validation: Values are validated and formatted automatically. Shorthand notation (50k, 2m) is supported. Invalid entries show inline error messages.

Activity Logging: Stage changes and value changes are automatically logged in the deal's activity timeline.

Go to Productivity > Tasks and click "Add Task". Enter task details:

• Title, Description
• Status: Pending, In Progress, Completed, Cancelled
• Priority: Low, Medium, High, Urgent
• Due Date/Time
• Linked Contact, Company, or Deal

Tasks are displayed in a searchable, sortable list with status filters. Visual indicators highlight due dates:

• Red row: Overdue tasks (shows "Overdue by X days")
• Amber row: Tasks due today
• Relative labels: "Due tomorrow", "Due in 3 days", etc.

Automatic Reminders: The system checks for overdue and upcoming tasks every 5 minutes and creates notifications. A toast alert appears for overdue tasks. The Dashboard overdue count is clickable to jump to your task list.

Go to Productivity > Calendar to view all scheduled activities. Switch between monthly, weekly, and daily views. Events are color-coded by type:

• Purple: Meetings
• Green: Calls
• Orange: Follow-ups
• Red: Deadlines
• Blue: Other

Create events directly on the calendar with title, description, start/end time, location, contact/deal association, reminders, and recurrence. An upcoming events sidebar shows your next scheduled items.

Go to Productivity > Email to manage all email communications. Features include:

• Inbox: View all received emails with conversation threading grouped by subject and contact
• Compose: Write and send emails with subject, body, to/CC/BCC fields
• Templates: Create reusable email templates for quick access when composing
• Folders: All Mail, Sent, Drafts, Failed
• Search: Find emails by subject, sender, recipient, or body content
• Open Tracking: Outbound emails include a tracking pixel. A green "Opened" badge shows when recipients open your email, with open count and timestamp
• Signature: Set up your email signature in Settings — it's automatically appended to every outgoing email
• Drafts: Save emails as drafts and send later

Email requires SMTP or SendGrid configuration in Settings before sending.

Access the AI Assistant from the sidebar or the top-right button on any page. The AI panel slides in from the right without blocking your current work.

Features:

• Multi-turn conversations with full chat history
• Context-aware: the AI has access to your CRM data (contacts, deals, tasks, pipeline stats)
• Create new conversations or load previous ones
• Ask questions like "Show my pipeline summary", "What deals are closing this week?", or "Draft a follow-up email for John"

Go to Intelligence > Automations to create automated workflows. The visual workflow builder uses a 3-step process:

1. Trigger: What starts the workflow — Contact Added, Deal Stage Changed, Deal Created, Email Received, Task Completed, or Tag Added
2. Conditions: Optional filters to narrow when the workflow fires
3. Actions: What happens — multiple actions can be chained together

Manage workflows from the list view: toggle active/inactive, view execution history, monitor run counts. Rate limiting prevents infinite loops (max depth of 3, configurable max runs per contact).

The Dashboard is your central analytics hub. All data responds to the date range selector in the toolbar.

Primary KPIs (4 cards):

• Pipeline Value — total open pipeline with deal count
• Won Deals — value with percentage change vs previous period
• Lost Deals — value with count
• Win Rate — conversion percentage

Secondary KPIs (6 cards):

• Total Contacts (+ new in period)
• Total Companies
• Total Deals
• Pending Tasks
• Overdue Tasks (clickable — jumps to task list)
• Emails Sent in period

Charts:

• Pipeline by Stage (bar chart)
• Pipeline Funnel (horizontal bar)
• Revenue Trend (line + bar, auto-groups daily/weekly/monthly based on date range)
• Activity by Type (stacked bar)

Additional Sections:

• Top 5 largest open deals with value, stage, and contact
• Upcoming tasks by due date
• Recent activity feed

Date Presets: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last 30 Days, Last 90 Days, or Custom Range.

Actions: Print the dashboard or export as PDF.

Go to any list page (Contacts, Companies) and click "Import CSV". The import process:

1. Upload a UTF-8 encoded CSV file
2. Preview the first 5 rows and map CSV columns to CRM fields (auto-suggested)
3. Choose duplicate handling: Skip Duplicates or Update Duplicates
4. Review duplicate counts (existing matches + in-file duplicates)
5. Run the import and view summary statistics

Click "Export CSV" on any list page to download all records in that section as a CSV file.

Go to System > Settings to configure your account.

Profile:

• First Name, Last Name, Company Name, Phone, Timezone
• Email is read-only (set during account creation)

Change Password:

• Enter current password, then new password (minimum 8 characters) and confirm

Outbound Email (SendGrid):

• Sending address is auto-generated from your account email and cannot be changed
• Set your Display Name (shown as the sender name)
• Send a test email to verify delivery

Outbound Email (SMTP — if SendGrid not enabled):

• SMTP Host, Port, Security (STARTTLS/SSL/None)
• Username, Password
• From Name, From Email
• Send a test email to verify your SMTP connection

Email Signature:

• Compose your email signature with basic HTML formatting
• Live preview shows how it will appear
• Signature is automatically appended to all outgoing emails

Go to System > Trash to view all deleted records. When you delete a contact, company, deal, or task, it's moved to the Trash instead of being permanently removed.

From the Trash page you can:

• View all deleted records with type, name, and deletion date
• Filter by record type (Contact, Company, Deal, Task)
• Restore — puts the record back where it was
• Delete Permanently — removes the record forever (cannot be undone)
• Empty Trash — permanently delete all trashed records at once

Tags help you organize and categorize contacts, companies, and deals. When creating or editing a record:

• Type a tag name and press Enter or comma to add it
• Tags appear as color-coded pills that can be removed with the X button
• Autocomplete suggests existing tags as you type
• Each tag gets a consistent color across the system

In detail panels, tags are displayed as clickable pills — click a tag to filter the list by that tag.

The notification bell in the top bar shows your unread count. Notifications are generated for:

• New emails received
• Overdue tasks and tasks due soon
• Deal stage changes
• Workflow executions
• Contact additions

Click the bell to view all notifications. Mark individual notifications as read, or use "Mark All Read" to clear them.

To ensure platform stability, the following rate limits apply per user:

• Sending emails: 50 per hour, 200 per day
• AI Assistant messages: 60 per hour
• Login attempts: 10 per 15 minutes
• Bulk deletions: 5 per hour
• CSV imports: 10 per hour
• CSV exports: 20 per hour
• API requests (general): 300 per minute

If you hit a rate limit, wait a moment and try again. A "Too many requests" message will appear.

Where do I access my CRM?
Log in at royalbing.com/crm with the email and password you created during setup.

What's the difference between Contacts, Companies, and Deals?
Contacts are individual people. Companies are organizations (contacts can be linked to companies). Deals are sales opportunities tied to contacts and companies — track them through pipeline stages from Lead to Won/Lost.

How do I track my sales pipeline?
Go to Deals to see your pipeline in kanban or list view. Drag deals between stages, set values and probabilities, and monitor everything from the Dashboard.

Can I send emails from the CRM?
Yes. Configure your email in Settings (SendGrid or SMTP), then go to Email to compose, send, and track emails. Open tracking shows when recipients read your messages.

How do I know if someone opened my email?
Outbound emails include automatic open tracking. A green "Opened" badge appears in your inbox, showing how many times the email was opened and when.

I accidentally deleted a record. Can I get it back?
Yes. Go to System > Trash. All deleted records are kept there. Click "Restore" to recover any record.

How do task reminders work?
The system automatically checks for overdue and upcoming tasks every 5 minutes. You'll see a notification badge and toast alerts for overdue tasks. Overdue tasks are highlighted in red in your task list.

Can I import my existing data?
Yes. Click "Import CSV" on the Contacts or Companies page. Upload your CSV file, map the columns, choose how to handle duplicates, and import. The system shows duplicate warnings before importing.

What are Automations?
Automations let you create if-this-then-that workflows. For example: when a deal stage changes to "Won", automatically create a follow-up task. Set triggers, conditions, and actions using the visual workflow builder.

How do I use the AI Assistant?
Click "AI Assistant" in the sidebar or the sparkle icon in the top bar. Ask questions about your CRM data, request summaries, or get help drafting emails. The AI has context about your contacts, deals, pipeline, and recent activity.

How do I set up my email signature?
Go to Settings and scroll to the "Email Signature" section. Write your signature (HTML supported), preview it, and save. It will automatically appear at the bottom of every outgoing email.

Is there a limit on how many emails I can send?
Yes. You can send up to 50 emails per hour and 200 per day. This protects deliverability and prevents abuse.

How do I get support?
Contact RoyalBing support through the website if you have questions or issues with your CRM system.