Help centre

Courses → Add course. The fee you set becomes the default pipeline value on any lead interested in that course, so set it accurately before importing leads.

Users & teams → Add user. Create a team first — executives and team leads must belong to one, because that is how the distribution rules reach them.

Owner controls billing and everything else. Admin runs the CRM but not the subscription. Manager sees their teams. Team lead sees their team. CRE sees only their own leads.

Integrations → New endpoint. Copy the URL it gives you into your form's action, or into your form builder's webhook field. It accepts both JSON and normal form posts.

Every skipped row is listed with a reason after the import. The usual cause is a row with neither a phone number nor an email — one or the other is required.

Rows matching an existing open lead are merged into it and counted as duplicates rather than creating a second record. That is deliberate — it stops two counsellors calling the same person.

Check the distribution console. The usual causes are: nobody in the target team has automatic assignment switched on, or everybody is at their daily capacity.

Edit the user and switch off "available for assignment", or ask them to pause it themselves from their profile. Their existing leads stay with them.

After your configured stale window they are reclaimed to the pool and re-routed, and both the executive and their manager are told.

Billing & plan → billing details. Once added it appears on every invoice you download.

Raise a ticket with the payment reference. Every payment attempt is recorded against an invoice on our side, so it can be reconciled.

Yes. Upgrades apply immediately. Downgrades below your current seat count are blocked until you deactivate the extra users, so nobody gets locked out unexpectedly.