AppCRM
A round ? button now sits at the top of your CRM, next to the NextLevel MCA bell. It opens a Help & support panel with three tabs:
- Ask: an assistant that answers from our Help articles and links the one it used. Tell it something failed and it checks your recent errors and your deals, only as far as you’re allowed to see them, to work out what happened. If it can’t sort it out, it opens a ticket for our team with your conversation attached and gives you the ticket number.
- Help articles: search and open every Help article without leaving the CRM.
- Contact: send our team a message without chatting.