24/7 Customer Support Options
Premium Support Upgrade
For accelerated assistance from our customer support team, consider upgrading your account to access premium support services. This option provides priority handling for your support requests.
How to Access 24/7 Support
Support is available around the clock, seven days a week. To begin a live chat session with a support agent, navigate to the blue question mark icon located in the top right corner of the CRM application. This feature is accessible on desktop versions only. From this menu, you can select the support channel that best matches your requirements.
Important Access Restriction
Only Agency Admins and Agency Users have permission to contact our support team directly. Our support agents cannot make modifications to an agency account without explicit authorization from a verified Agency Admin or Agency User. If you lack access to the agency view, please contact your Agency Administrator for assistance.
Support Channel Options
Multiple support channels are available to accommodate different preferences and schedules:
- Zoom Support Calls: Join a live video session with our support team for interactive troubleshooting.
- Live Chat Support: Communicate directly with support agents using the built-in chat feature.
- Support Ticketing: Submit a detailed request and correspond with our team via email.
- Phone Support: Speak with an agent by calling our dedicated support line.
Note: Email support is exclusively provided through the support ticket system. There is no general support email address available.
Zoom Support Calls
For face-to-face assistance, you can enter our Zoom support room queue. An available agent will join you to troubleshoot issues in real-time. If a resolution isn't achieved during the call, the agent will create a support ticket to continue the conversation via email.
Live Chat Support
The live chat feature allows you to converse directly with support agents within your CRM account. Agents will gather information and attempt to resolve your issue immediately. If further investigation is needed, they may escalate the matter and create a support ticket to ensure continuous communication.
Support Ticketing via Email
When immediate interaction isn't possible, you can create a support ticket for asynchronous communication. Please respond promptly to our team's emails to facilitate a swift resolution. When submitting a ticket, select the appropriate category for your issue and provide comprehensive details to expedite the support process.
Support Ticket Contents
A support ticket email typically includes:
- Reason for Ticket Creation: An explanation of why your chat was converted to a ticket, such as pending confirmation of resolution or awaiting additional information.
- Next Steps: Guidance on how to proceed with troubleshooting.
- Conversation History: A complete record of your prior interactions with the support team.