Getting Help
Need assistance with your CRM or subscription? Here's how to get the help you need.
Contact Your Platform Administratorโ
As a tenant, your first point of contact is your platform administrator โ the person or company that hosts your CRM instance. They can help with:
- Account issues โ Login problems, password resets
- Plan changes โ Upgrades, downgrades, billing questions
- Feature access โ Understanding what's included in your plan
- Custom domain setup โ DNS configuration assistance
- Technical support โ CRM functionality, integration help
Common Resourcesโ
| Need | Resource |
|---|---|
| Find your login URL | Use the "Find My Tenant" tool if your platform offers it |
| Plan details | See Subscription Management |
| Custom domain | See Domain Setup Guide |
| Billing questions | See Billing & Payments |
Documentationโ
Your platform may provide additional documentation. Check:
- The platform's website or help center
- Video tutorials
- Knowledge base articles
tip
Before contacting support: Have your company name, domain, and a clear description of the issue ready. Screenshots can help resolve issues faster.