Send a test from your phone, off the office wifi
Fill in your own form or start a chat on mobile data. Some office networks and ad blockers stop forms loading, so a test from the desk can fail when the form is fine.
Check the contact landed
Search your name in Contacts. If you're there, the form works and the problem is the notification, not the lead.
CRM› ContactsLook in spam and promotions
Lead alerts from a new sending address often land in spam the first few times. Mark one as not spam and add the address to your contacts.
Check your account is paid up
If a card payment failed, automations pause until it clears. Settings > Billing shows the status and lets you update the card.
Settings› BillingFacebook or Instagram lead forms: check the connection
Social lead forms stop flowing when the Facebook connection expires or a new form isn't mapped. Reconnect under Settings > Integrations, then send a test lead.
Settings› IntegrationsStill nothing? Send Charlie the details
Tell Charlie which form or channel, roughly when it stopped, and send a screenshot. He checks the account and passes it to Adam with everything attached.
Your test lead shows in Contacts and the alert reaches your inbox.
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Texts, emails, chats, calls and socials, all in one thread per customer.
- 1Open Conversations
- 2Start with Unread
- 3Open the customer
Text back missed calls automatically
Miss a call on the tools and the caller gets a text in seconds.
- 1Open Phone System, then Voice
- 2Open Missed Call Text Back
- 3Tick Enable Missed call textback
