Support - Requesting assistance
Support Guide: Fast, Effective Assistance When You Need It Most
At Cool Life CRM, we pride ourselves on delivering unparalleled support. Your success is our priority, and we respond to your needs promptly—not days later. The key to our fast and effective support is obtaining complete and accurate information upfront.
We’ve designed an Interactive Support Request Form to streamline the process, ensuring the quickest resolution for your issues. Here's how you can maximize its benefits:
Step-by-Step Guide to Requesting Support
-
Access the Support Tab
- The "Support" tab is located in several places within your application and is designed for easy access.
-
Complete the Support Request Form
- Open the form and provide detailed information about the assistance you require.
- Select the appropriate category for your issue to ensure proper assignment.
- Include all necessary details for our team to act effectively and efficiently.
- Don't forget to include your phone number! Our team often calls you immediately to provide real-time assistance.
-
Respond Promptly to Follow-Ups
- If additional information is needed, you may receive a response or a phone call from our 800 number. Please be ready to provide the requested details or answer the call to expedite the resolution.
Why Use the Support Request Form?
Using the Interactive Support Request Form is the fastest way to get help.
- Immediate Notification: Our system instantly alerts the team to your request.
- Direct Action: With complete details provided, we can resolve issues without delays.
- Real-Time Communication: A phone call often resolves issues faster than back-and-forth emails.
Avoid Delays
While emailing or using general website forms is an option, these methods may introduce delays. Always use the Support Request Form within the application for the fastest support.
Your success is our priority, and we’re here to ensure you stay on track without unnecessary interruptions. Let us provide the support you need exactly when you need it.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding Users
- Archiving Room (Admin Only)
- Branding
- Creating a Custom Login Email
- Dark Mode
- Deactivated User Search
- Delete a Folder
- Deleting a file(s)
- Document Viewer
- Document Viewer Overrides
- Editing a Folder
- Editing File Settings
- Editing Your Profile
- Email Room Users Notifications
- File Move/Copy
- Folder and File Naming Restriction's
- Folder Editing
- Folder Stucture Upload (Zip Upload)
- Folder Templates
- FTP - Support Related
- How to Clear Browser Cache
- Importing Multiple New Rooms
- PDF Upload Best Practice
- Print & Download User Settings
- Removing Encryption from a PDF
- Reports Data Rooms
- Resetting Your Password
- Security Levels and Security Sections
- Support - Requesting assistance
- Uploading Files
- User Search
- Viewing Folders and Files
- Watermarking
- Zip Upload