Frequently Asked Questions
Billing
Account Info
- How do Filters work?
- Why am I not getting a reset password email?
- If I have to delete a user, will their data still stay?
- What do I do if I can't remember my username or password?
- What’s the difference between removing and deleting a user?
- Can I reassign a user’s account?
- Where can I find the Login button on the webpage?
- Does my sales rep get access to the associated records (People, Deals and Activities) if I share companies?
- What is calendar sync and how do I set it up?
- If I change the pin color of an account- does my whole team see the change or just me?
- Does my sales rep get access to the company if I only share the contact (via groups)?
- How do I make a connection between CRM and Map My Customers?
Web & Mobile App Questions
- How do I set frequencies?
- Can I find new leads using Map My Customers?
- How can I add new People records?
- How do I build a route?
- Does the Map My Customers app work outside the US?
- How can I add new Company records?
- Why are my imports remaining in “queued” status?
- How do I add new Activities?
- Why can’t I see a stage in my funnel?
- If I use my cell phone and call a contact from the Map My Customers app, will it auto log an entry (call activity) in MMC?
- How many records can I delete in bulk?
- How do I find records that I’ve previously saved?
- How do I export reports?
- How to share your location with your web browser
- How can I add new Deals records?
- How do I find records that I’ve previously saved?