Common Issues and Solutions

Solutions to frequently encountered problems

10 minutes
Beginner

Common Issues and Solutions

This guide covers common problems you might encounter and how to solve them.

Leads Not Appearing

Issue: Created a lead but can't find it

Solutions:

  1. Check filters - You might have filters applied

    • Clear all filters
    • Reset search
    • Check status filters

  2. Check organization - Make sure you're in the right organization

    • Look at organization switcher
    • Switch if needed

  3. Refresh page - Sometimes data needs to refresh

    • Press F5 or refresh button
    • Wait a moment for data to load

  4. Check permissions - Verify you have access

    • Contact organization admin
    • Check your role permissions

Forms Not Working

Issue: Form submissions not creating leads

Solutions:

  1. Check form is active - Make sure form is published

    • Go to Forms page
    • Verify form status
    • Publish if needed

  2. Verify field mappings - Check field configuration

    • Required fields mapped correctly
    • Email field is required
    • Review form settings

  3. Test the form - Submit a test submission

    • Use form URL
    • Submit test data
    • Check if lead created

  4. Check form URL - Make sure using correct link

    • Verify form slug is correct
    • Test public URL
    • Check embed code if embedded

Tasks Not Sending Notifications

Issue: Not receiving task reminders

Solutions:

  1. Check notification settings - Verify notifications enabled

    • Go to Settings → Preferences
    • Check notification preferences
    • Enable task notifications

  2. Verify email address - Make sure email is correct

    • Check account email
    • Verify email is verified
    • Update if needed

  3. Check spam folder - Notifications might be filtered

    • Check junk/spam folder
    • Mark as not spam
    • Add to contacts if needed

  4. Check task dates - Make sure due dates are set correctly

    • Verify due date is in future
    • Check timezone settings
    • Update if needed

Can't Invite Team Members

Issue: Invitation button not working or emails not sending

Solutions:

  1. Check your role - Verify you can invite

    • Owners and Admins can invite
    • Agents cannot invite
    • Contact owner/admin if needed

  2. Verify email address - Make sure email is correct

    • Check for typos
    • Verify email format
    • Try different email

  3. Check pending invitations - See if already invited

    • Go to Team page
    • Check pending list
    • Resend if needed

  4. Email delivery - Invitation might be delayed

    • Wait a few minutes
    • Check spam folder
    • Try resending

Performance Issues

Issue: Pages loading slowly

Solutions:

  1. Clear browser cache - Old data might be cached

    • Clear browser cache
    • Hard refresh (Ctrl+F5 / Cmd+Shift+R)
    • Try different browser

  2. Check internet connection - Slow connection affects speed

    • Test connection speed
    • Try different network
    • Check if other sites slow

  3. Reduce data - Too many leads can slow things

    • Use filters to reduce visible data
    • Use search instead of loading all
    • Contact support if consistently slow

  4. Browser issues - Try different browser

    • Update browser
    • Try Chrome, Firefox, or Safari
    • Disable browser extensions

Data Not Saving

Issue: Changes not saving or disappearing

Solutions:

  1. Check for errors - Look for error messages

    • Check for red error messages
    • Review form validation
    • Fix any errors shown

  2. Save button - Make sure you clicked save

    • Some forms require explicit save
    • Look for save/update button
    • Click to confirm

  3. Network issues - Connection might have dropped

    • Check internet connection
    • Try saving again
    • Refresh if needed

  4. Permissions - Might not have permission to edit

    • Check your role
    • Verify lead assignment
    • Contact admin if needed

Can't Access Features

Issue: Feature not available or grayed out

Solutions:

  1. Check subscription plan - Feature might require upgrade

    • Go to Settings → Billing
    • Check your plan
    • Upgrade if needed

  2. Check permissions - Role might not allow access

    • Verify your role
    • Check feature permissions
    • Contact admin

  3. Feature configuration - Might need setup

    • Check feature settings
    • Verify configuration
    • Contact support

Import Errors

Issue: CSV import failing or incomplete

Solutions:

  1. Check file format - Verify CSV is valid

    • Open in Excel/spreadsheet
    • Save as CSV UTF-8
    • Check for special characters

  2. Verify required fields - Make sure all required data present

    • First name, last name, email required
    • Check for empty required fields
    • Fill in missing data

  3. Check column mapping - Verify fields mapped correctly

    • Review field mappings
    • Adjust if needed
    • Test with small file first

  4. File size - Large files might timeout

    • Try importing in smaller batches
    • Split large files
    • Contact support for large imports

Login Issues

Issue: Can't log in or password not working

Solutions:

  1. Forgot password - Use password reset

    • Click "Forgot Password"
    • Enter email
    • Check email for reset link

  2. Verify email - Make sure using correct email

    • Check for typos
    • Verify email address
    • Try email variations

  3. Clear browser data - Old session might be stuck

    • Clear cookies
    • Clear site data
    • Try incognito/private mode

  4. Contact support - If still can't access

    • Provide email address
    • Explain the issue
    • Support can help reset

Still Need Help?

If these solutions don't work:

  1. Check other guides - Browse troubleshooting section
  2. Contact support - Reach out for help
  3. Check status page - See if there's a known issue
  4. Community forums - Ask other users

Related Guides

Still stuck? Contact support for additional help.

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