Help Center
Quick answers, guides, and common troubleshooting.
Quick links
Start here if you’re new.
Need help?
If you can’t find an answer, contact us.
Contact Support
Tip: include your workspace URL (
/t/yourworkspace) and screenshots.
Getting started
Create a workspace, invite your team, and start capturing leads. Your workspace URL will be
/t/yourworkspace.
Frequently asked questions
After registering, you’ll be guided through onboarding to create your workspace. Your workspace URL will be /t/yourworkspace.
Go to Settings → Users, invite team members by email, then assign roles like tenant_admin, sales, finance, or viewer.
It’s usually permissions or plan features. Confirm the user role, the tenant plan features (exports/statements/branding), and that the user is active and verified.
Typical flow: Leads → Contacts → Companies → Deals → Quotes → Sales Orders → Invoices → Payments/Credits.
Open the lead and choose Qualify. NeptuneWare converts it into a contact, optionally attaches/creates a company, and you can create a deal.
PDFs are generated from document data and your workspace branding. Logos are optimized to keep PDFs fast and reliable.
Go to Settings → Branding and upload your logo. Recommended: transparent PNG/WebP around 512×512.
Payments can be allocated to invoices. Credit notes can also be applied. Balances and invoice statuses update automatically.
Check spam/junk first. Confirm the email is correct. If needed, contact support with your email and workspace URL.
Log out/in first. If it persists, we may need to clear caches or resync permissions—contact support with details.
Troubleshooting
- Not seeing a menu item? Check your role and plan features.
- PDF errors? Try re-uploading a smaller logo (we optimize it automatically).
- Email issues? Check spam and confirm SMTP settings.
Still stuck?
We’re happy to help — send us a message.