Documentation

Learn how to use Salestrics

Set up your workspace, learn each app, and get help when you need it.

Salestrics Support

Salestrics Support can answer questions, help you fix a problem, and send hard issues to a support person.

Open Salestrics Support.

Get help

You can ask for:

  • Steps for using a Salestrics app.
  • Help with workspace setup.
  • Help when a feature does not work.
  • A password reset.
  • Help with your plan or bill.
  • A support ticket.

You can ask a general question without signing in. Sign in when your question is about your account or workspace.

Ask a useful support question

Tell Support:

  1. What you were trying to do.
  2. What happened.
  3. What you expected.
  4. What you have tried.
  5. When the problem began.

Add a screen image if it helps. Hide passwords, payment details, and private customer data.

Get help with your workspace

Sign in so Support can help with your access, plan, use, and settings.

Some billing and admin details are only shown to a workspace admin. If you cannot see them, ask your admin for help.

Reset your password

  1. Tell Support that you forgot your password.
  2. Give the email address you use for Salestrics.
  3. Check your inbox for a reset message.
  4. Check your junk folder if you do not see it.

For your safety, Support does not say if an email address has an account.

Ask for a support person

Ask to create a support ticket or talk to a support person when:

  • You may have lost data.
  • You have a billing problem.
  • You have a safety or security concern.
  • You tried the steps but still need help.
  • Your work is blocked.

Support will collect a short summary and send it to the support team. You may get follow-up questions by email.

For urgent safety or security concerns, say that the issue is urgent. Do not share passwords or full payment details.

If Support does not reply

  1. Wait a few minutes.
  2. Send a shorter question.
  3. Start a new support chat.
  4. Sign in if your question is about your workspace.
  5. Try again later if Support is not available.

Learn more