Troubleshooting and FAQ

I can't see Users or Admin Settings

Those pages are for admins only. Ask an existing admin to tick Grant Admin Privileges for you on the Users page. They are also not listed in the mobile menu — use a desktop browser.

I see an error page that says Forbidden

You opened an admin-only page without admin access. See User roles and admin access.

I forgot my password

There is no self-service password reset. Contact your CRM administrator.

I didn't get the verification email

Check your spam folder. If the link has expired or shows "Email verification failed", sign up again to receive a new one.

How do I drag a deal to another stage?

Kanban cards cannot be dragged. Open the deal, click Edit, and change the Stage. See Opportunity stages and moving a deal.

Where is the Import button for contacts?

CSV import is done through the AI assistant. See Import contacts from a CSV file.

Is there a calendar view for meetings?

No. Meetings are shown as a list, with summary cards for upcoming, this week, and past meetings.

I don't see the ask bar or the AI assistant

An admin has turned the assistant off. Admins can turn it back on under Admin settings.

My website address is rejected

Enter the full address including https://, for example https://example.com.

Can I export my data or attach files?

No. Exporting data and uploading files are not available. Avatars and logos are added by pasting a link to an image.

The numbers on my Dashboard don't match my pipeline

The headline cards and pipeline chart on the Dashboard show illustrative sample figures in this demo. Use the cards at the top of the Opportunities page for live numbers. See Pipeline metrics explained.