7. CRM - Troubleshooting
Check here for answers to common questions about issues with CRM.
default email CRM Email Envelope wrong email email setup Setting your default EMAIL client to use GMAIL and not Microsoft Outlook
Open Chrome and navigate to "Settings." Before you can actually set Gmail as your default email client, you need to allow Gmail to ask you permission. To do so, open a window of your Chrome browser and c...
crm jobsite change jobsite faq How do I move a jobsite to a new client?
Occasionally a jobsite switches hands, especially if it is managed by a property management company. The best way to move the jobsite to the new client is outlined below: First open the client in the CRM and...
email crm chrome gmail faq I can't email out of LMN's CRM [Chrome & Gmail]
In Chrome Sign into Gmail — this works only when you’re signed in — and look for the handler icon, which looks like a pair of grey overlapping diamond shapes, adjacent to the star icon in the address bar. Cl...
email crm firefox faq I can't email out of the CRM (Firefox)
In Firefox Go to Firefox Options/Preferences > Applications and look for the mailto option under Content Type. The dropdown menu next to it is where you can specify which email program you want to use. It co...
email communication history BCC Email not showing up faq My emails aren't showing up in my CRM communication history when I BCC: email@example.com
If your client emails aren't showing up in your CRM's communication history, this could happen for a number of valid reasons. Use the guide below to see if there might be a valid reason that your email didn...
email notifications todo todos faq I'm not receiving email notifications for To Do's.
There are a couple of scenarios where you wouldn't get an email notification if a Lead is created and assigned to you, or when a todo is assigned to you or is changed. You will not get email notifications i...