Help & Support

Find answers, explore documentation, and get support

Email Support

Response within 24 hours

support@salesplan.com

Phone Support

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+1 (800) 555-0100

Live Chat

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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.

Complete Documentation

Explore our comprehensive documentation, API reference, and developer guides to make the most of SalesPlan.

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