Knowledge Base
Articles and guides to help customers and agents resolve issues faster.
Published (7)
Getting Started
Getting started with the customer portal
Learn how to log in, navigate the portal and access your account information.
1,842
2026-06-10(124)
Account Management
How to reset your password
Step-by-step guide to resetting your password using email verification or SSO.
3,210
2026-06-08(289)
Service
Understanding SLA tiers and response times
Detailed breakdown of Standard, Premium, Enterprise and VIP SLA policies.
980
2026-06-05(62)
Integrations
Bulk CSV import guide
How to prepare and upload CSV files to import contacts, accounts and deals at scale.
712
2026-06-01(45)
Integrations
Setting up SSO with SAML 2.0
Configure SAML-based single sign-on with your identity provider including Okta, Azure AD.
540
2026-05-28(38)
Billing
Billing FAQ
Answers to common questions about invoices, payment methods and subscription management.
2,100
2026-05-20(155)
Integrations
API authentication with OAuth2
Learn how to generate API keys and use OAuth2 flows for server-to-server integration.
430
2026-05-15(27)