FAQ

  • User and Teams Setup:
    • Currently, there are 13 users on the account including 4 from INSIDEA, out of which 2 have sales starter seat and 1 has service professional seat .Please provide us with the user’s name and email address if you wish to create more users and teams.


  • Account Settings:
  • Time zone, language, currency, date, number format, Company name, Company address, City, State, and Zip are already updated in the account.
  • Company Branding: Logos and Favicons are updated.


  • Email Sending Domain and URLs:
    • Currently, the domain and URLs are linked and connected. 
    • Email sending domain is not currently linked, if you need help with the same we will be happy to help you. 

  • File Uploads:
    • Files have been uploaded. If there are files awaiting upload, please share the data.