Help & Support
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Help Categories
Getting Started
Creating Your First Pipeline
Setting Up Your Team
Importing Your Data
3 articles
Sales Pipeline
Managing Pipeline Stages
Adding and Tracking Deals
Pipeline Forecasting
3 articles
Analytics & Reports
Understanding Key Metrics
Creating Custom Reports
Exporting Data
3 articles
Team Management
Adding Team Members
Setting Permissions
Tracking Performance
3 articles
Automation
Creating Automation Rules
Using Templates
Troubleshooting Automations
3 articles
Integrations
Connecting Third-Party Apps
Syncing Data
API Documentation
3 articles
Frequently Asked Questions
How do I change my password?▼
Go to Settings > Account Security and click "Change Password". Enter your current password and then set a new one.
Can I export my data?▼
Yes! Go to Reports > Export Data to download your sales data in CSV or Excel format. All your historical data is included.
How many team members can I add?▼
There is no limit on team members. You can add as many users as you need. Each team member gets their own login and can access data based on their role and permissions.
Is my data secure?▼
Yes, we use enterprise-grade encryption and security measures. All data is encrypted at rest and in transit, and we comply with GDPR, SOC 2, and other security standards.
Can I customize the pipeline stages?▼
Absolutely! Go to Settings > Pipeline Configuration to customize your stages, add new ones, or remove ones you don't need.
What payment methods do you accept?▼
We accept all major credit cards (Visa, Mastercard, American Express), wire transfers, and can set up custom billing arrangements for enterprise customers.
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