5. Troubleshooting & FAQs
Troubleshooting Guide:
Connectivity Issues:
Problem: Unable to connect CRM or other data sources.
Solution: Check your internet connection, ensure the correct API keys are entered, and verify that your CRM or tool is supported. If issues persist, visit the "Integrations" section for troubleshooting tips or contact support.
Data Sync Delays:
Problem: Data isn’t syncing in real-time.
Solution: Ensure your sync settings are configured correctly. Check for any errors in the data integration setup. If the problem continues, try manually refreshing the data or reach out to support.
Dashboard Customization Problems:
Problem: Unable to customize the dashboard.
Solution: Make sure you have the necessary permissions to customize views. Clear your browser cache and try again. If customization still isn’t working, explore the help section for additional guidance.
AI Analysis Not Working:
Problem: AI-driven insights are not displaying or seem inaccurate.
Solution: Verify that all required data sources are connected and synced. Ensure that your data is properly formatted. If issues continue, reset the AI analysis and consult the help center for further assistance.
Report Generation Issues:
Problem: Reports are not generating correctly.
Solution: Double-check your report settings and data selection. Make sure all necessary data is synced before generating the report. If the issue remains unresolved, try exporting the report in a different format or contact support.
Frequently Asked Questions:
How do I get started with Saasleek?
Answer: Getting started is easy! Simply create an account, connect your tools, and start syncing your data. Our quick start guide walks you through the initial setup in just a few minutes.
Can I customize the dashboard?
Answer: Absolutely! You can fully customize your dashboard by adding, removing, or rearranging widgets to focus on the metrics that matter most to your business.
What if my CRM isn’t supported?
Answer: We support a wide range of CRMs and other tools. If your CRM isn’t supported, you can still upload data manually or reach out to us—our team is constantly expanding integration options.
How secure is my data?
Answer: Your data security is our top priority. We use advanced encryption protocols and secure servers to protect your information. Plus, you control access permissions within your team.
What kind of support is available?
Answer: We offer a variety of support options, including 24/7 chat support, an extensive help center, and personalized onboarding sessions for new users.
How does the AI improve over time?
Answer: Our AI continuously learns from your data and actions. The more you use Saasleek, the more tailored and accurate the insights and recommendations become.
By following this troubleshooting guide and FAQ section, you can resolve common issues quickly and get the most out of Saasleek's features. If you encounter any other problems, our support team is always ready to help!