Getting help with the CRM

In this article, you'll learn where to go when you're stuck in the CRM. Most answers are a quick search away in the Help Center. If you'd rather talk to a person, the Contact page gets your question to Review Monster.

The Help Center

The Help Center is the CRM's library of how-to articles, grouped into topics like Jobs, Estimates, Payments and Calls. The web and the phone app show the same articles.

To open the Help Center on the web:

1. 1.In the menu, click Help Center.

To open it in the phone app:

1. 1.Tap the menu icon at the top left.
2. 2.Tap Help Center.

Search for an answer

1. 1.At the top of the Help Center, click the Search our help center box.
2. 2.Type a few words about what you're trying to do, like "on my way text" or "refund".
3. 3.Pick an article from the list that opens under the box.

Articles whose titles and summaries match show up as you type. Once you've typed three or more letters, the search also reads through the articles themselves and adds anything else that fits, along with the section it found it in.

Browse by topic

1. 1.Under Browse by topic, click a topic.
2. 2.The topic page lists its articles in sections. Click one to read it.

New to the CRM? The Start here list on the home page is a good place to begin.

Inside an article, the trail at the top shows where you are. Click Help Center, the topic or the section to go back. On a wide screen, the In this article menu on the right jumps you to any section and follows along as you scroll.

Contacting Review Monster

For anything the Help Center doesn't answer, use Contact. It's in the + menu on both the web and the app.

To open Contact on the web:

1. 1.Click the yellow + in the menu.
2. 2.Click Contact.

To open Contact in the phone app:

1. 1.On the Home screen, tap the yellow + in the bar at the bottom.
2. 2.Tap Contact.

Send a note through the Account Portal

The Account Portal is for anything at all: a change you'd like, something that isn't working, an idea or a question. On the web it's the first section, and it's already open.

1. 1.Type your note in the box.
2. 2.If it helps, add a screenshot or a file (up to five), or record a voice memo with the microphone button.
3. 3.On the web, click Send. In the app, tap Send feedback.

You'll get a text back from the Review Monster number, and the conversation keeps going until it's sorted.

On a computer, everything you've sent is listed under Your conversation with us at the bottom of the Contact page, with our replies and a label showing where things stand. To keep going, type in the box under the conversation and click Send. Sometimes you'll see one-tap suggestions for a next step under our latest reply.

If we've changed your website for you, those changes are listed under Changes to your website on the same page. Click Restore next to one to put it back the way it was.

Email Eric

If you'd rather send a plain email, use the email form. Replies come back to the email address on your account.

On the web:

1. 1.Click Contact to open that section.
2. 2.Fill in Subject and Message. You can add a screenshot too.
3. 3.Click Send.

In the app:

1. 1.Scroll down to Email Eric.
2. 2.Fill in the subject and your message.
3. 3.Tap Send email.

Book a support call (web only)

The Contact page on a computer also has a Zoom Meet section for booking an hour with us on Zoom. Plan to be at a desktop computer for the call.

1. 1.Click Zoom Meet to open it.
2. 2.Pick one of the open times. They're shown in your own time zone.
3. 3.Click the Book button, which shows the time you picked.

Once it's booked, you'll see the Zoom link, or a note that it's on its way by email. A confirmation lands in your inbox, and you'll get reminders the day before and an hour before.

Related articles

• •Sending feedback and feature requests
• •Find your way around the CRM
• •Getting started with the CRM
• •Phone app overview
• •CRM glossary