How Can We Help?

Click "Forgot Password" on the login screen and enter your email address. You'll receive a password reset link within a few minutes. If you don't see the email, check your spam folder. For security, reset links expire after 24 hours.

Go to Settings > Phone Numbers > Port a Number and fill out the porting request form. You'll need your current carrier's account number and PIN. Most ports complete within 7–10 business days. We'll keep you updated via email throughout the process.

Our email and ticket support is available 24/7. Live chat is available Monday–Friday, 8am–8pm CT, and Saturday 9am–5pm CT. Phone support is available Monday–Friday, 8am–6pm CT. Enterprise customers have access to a dedicated support line with 24/7 phone support.

Navigate to Settings > Phone System > Call Routing. Select the number you want to forward from and enter the destination number. You can set forwarding rules based on time of day, caller ID, or whether the call goes unanswered. Changes take effect immediately.

Yes. Go to CRM > Contacts > Export and choose your format (CSV or Excel). You can export all contacts or apply filters first to export a specific segment. Call logs, notes, and deal history can also be exported from their respective sections. Your data is always yours.

Go to Settings > Team > Invite Members. Enter their email addresses and assign a role (Admin, Manager, or Agent). They'll receive an invitation email with a link to set up their account. You can manage permissions and deactivate users at any time from the same screen.