Troubleshooting

I cannot sign in

Confirm your email address, use password reset if appropriate, and ask an Organization Admin to check whether your workspace membership is active.

A navigation item is missing

Navigation reflects your role. Team, workspace administration, Pipeline settings, and Data Export are Organization Admin-only. If ordinary CRM access is missing, confirm the active workspace and membership.

Search shows no results

Enter at least two characters. Try the Lead Number, person name, company, email, phone, or Deal title. Search only returns records visible in the current workspace.

I cannot deactivate a Pipeline stage

Current Deals block deactivation of their active OPEN stage. Move those Deals deliberately first. The final active OPEN stage also cannot be deactivated.

I cannot mark a Deal Lost

Choose an active Lost Reason. If none exists, an Organization Admin must add or reactivate one.

My export did not download

Confirm you are an Organization Admin, allow the browser download, and retry once. Avoid repeated clicks. If the issue continues, report the time and export type without sending customer CSV contents through an insecure channel.

I cannot find a record in Global Search

Enter at least two useful characters and try a Lead Number, distinctive name, email, phone, Company name, or Deal title. Search covers Leads, Contacts, Companies, and Deals—not Tasks, Activities, Notes, or Settings. Confirm you selected the correct workspace and that your role can view the module.

I can open a record but cannot change it

The current role may permit viewing while restricting ownership-sensitive changes. Check the owner. Sales Executives manage their own protected work; a Sales Manager or Organization Admin may need to reassign it. Do not create a duplicate record to work around authorization.

A duplicate warning appears for a valid new Lead

Review the existing record. Shared email or normalized phone can trigger a warning, while Company name alone does not. Choose Create Anyway when the new enquiry is legitimately separate. The warning is advisory and does not merge records.

A customer phone number is rejected

Use digits with one optional leading plus sign, spaces, hyphens, or parentheses. Examples include +91 99679 79608, +1 415 555 0123, and (020) 7946 0958. Remove letters, repeated plus signs, or a plus sign in the middle.

A Deal cannot move or close

Confirm the Deal is in the expected current stage, you own it or have broader management authority, and the target stage is active. Marking Lost also requires an active Lost Reason. Reload before retrying if another user may have changed the Deal.

A task does not appear where expected

Check status, owner, type, due-date, and related-record filters. Confirm whether it was related to the intended Lead or Deal. Completed and Cancelled items remain historical rather than appearing as current open work.

What to include when asking for help

Provide the page name, approximate time, action attempted, visible error message, and a safe operational reference such as a Lead Number. Do not send passwords, exported customer CSV files, session data, or confidential screenshots through an unapproved channel.