Submit a Ticket or Suggest an Improvement

Something not working as expected?

Submit a ticket here for questions/issues. Example tickets: "I can't see my opportunities", "I'm missing my leads", "Why does this look like/work like/behave like this?".

I will need:

PLZ Include This Info! Especially lead names if applicable and who's CRM you are working from:

  • Who's CRM account you are in

  • The name of the Lead/Contact if applicable

  • How long this has been happening (i.e. recurring issue, new, intermittent)

  • Desktop, phone app, or both

  • What browser you are on

  • Screenshots attached if relevant

  • Screen recording - Loom is a free (up to 5 minutes) screen recording tool, videos help me to see what you see, often I can't recreate the issue on my screen. Include the link in the description box, not as an attachment.

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