Use the password reset link if you cannot sign in to your workspace or client portal.Reset stepsOpen the correct workspace or client login page.Choose the forgot password option.Enter your account email addre...

Your CRM can contain customer, sales, support, finance, project, and internal business data, so account security matters.Recommended controlsUse strong, unique passwords.Give staff only the permissions they need....

Each customer is responsible for using their workspace in a way that fits their own data responsibilities.Good practiceOnly store data needed for legitimate business use.Keep customer records accurate.Use rol...

A little information helps support find the cause of a problem faster.Before contacting supportRefresh the page and sign out/in again.Try another browser or a private window.Check whether the problem affects ...

For help with your account, billing, or workspace, contact Perfexly support.Emailsupport@perfexly.comInclude these detailsCompany name.Account email address.Workspace URL if you hav...