🚑 Troubleshooting

Decision tree + per-area common-issue catalog. Start here when something's broken.

• Speak with a Human — Live Video SupportGet a live video session with a CRMown support specialist, right from the help widget. Live Mon–Fri, 6 AM–10 PM US Central time. You wait in a short queue served by plan (Max customers first), and the…
• Troubleshooting Guide — Start HereSomething broken? Start here. Each scenario below covers what you're seeing (blank page, can't log in, sync errors, billing questions) and walks you through the fixes in order from quickest to heavies…
• Why Don't I See Bob's Contacts / Deals / Meetings?CRMown has an org-wide visibility setting (Settings → Privacy → Visibility) that controls whether non-admin users see every record in the org or only ones they own. The default is "Open" — everyone se…
• Configuring department-specific AI PersonasAI Personas let admins create department-specific AI assistants — a Finance persona, an HR persona, an Ops persona — each with its own tone, system-prompt scope, knowledge corpus, tool allowlist, and …