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When something in NextLevel MCA doesn’t work the way you expect, start with these Help articles, then ask the people who run your account.

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Look it up

  • These Help articles cover every part of the app, task by task. Open them from the ? menu at the top of NextLevel MCA: choose Help center.
  • Replay the tour for the screen you’re on: ? → Replay tour. See Guided tours.
  • Common problems sections at the end of most articles cover the error messages you’re most likely to see.

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Ask a person

  • Your NextLevel MCA admin. Most questions about access, permissions, lenders, the pipeline or settings are answered by whoever set up your workspace. If you’re not sure who that is, ask your manager.
  • NextLevel MCA. Email support@nextlevelmca.com, or use Contact in the Help & support panel, for billing, missing menu items, a bell that doesn’t appear in the CRM, or anything else you’re stuck on.
When you ask, include what you were trying to do, the exact message you saw, and the deal or business it happened on. It makes the answer much faster.

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Help & support in the CRM header

The round ? button at the top of your CRM, just left of the phone button and next to the NextLevel MCA bell, opens the Help & support panel:
  • Ask: type a question in plain language. The assistant answers from these Help articles and links the one it used. If something failed, tell it what happened: it can check the errors your browser recently reported and look at your deals, only as far as you’re allowed to see them. It can’t change anything for you, but it will tell you where to do it.
  • Help articles: search and open these articles without leaving the CRM.
  • Contact: send the NextLevel MCA team a message. Your name, account and the page you were on are included for you.
If the assistant can’t solve it, ask it for a person. With your OK, it opens a ticket for the NextLevel MCA team with your conversation attached, and gives you the ticket number. Close the panel any time and it picks up where you left off; New conversation starts over. The arrows icon at the top makes the panel bigger.

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Before you ask

A few quick checks solve a lot of problems:
  1. Refresh the whole CRM page (Ctrl+R, or Cmd+R on a Mac), then reopen NextLevel MCA. See Opening NextLevel MCA.
  2. Check your subscription if the app shows a lock screen. See Subscription and access.
  3. Check your mailbox if emails aren’t going out. See Reconnecting a mailbox.
  4. Check you have access: some pages and buttons only show for certain roles. See Roles.