Help & support
How can we help?
Browse the common questions below, or send our team a message — we'll reply to your email.
Common questions
How do I invite a teammate?
Settings → Members → Invite. They'll get an email link to join your workspace and pick up the role you assign.
How do I connect my email or calendar?
Settings → Email connects a Gmail account for sending + sync; Settings → Bookings handles your calendar availability and Google Calendar.
Where do leads from my forms appear?
Enable lead capture on any form under Forms, embed it on your site, and submissions land in Leads — where you can promote them to a deal.
How do roles and permissions work?
Settings → Roles. Owners and Admins are built in; create custom roles and toggle exactly what each can do, including per-record write access.
Can I export my data?
Settings → Export downloads a ZIP of CSVs for your core records. Imports (with downloadable templates) live under Settings → Import.
Contact support
Send us a message
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