Questions and answers

Quick answers to the most common questions.

I forgot my password.

Use "Forgot password?" on the login page, or ask your admin to set a new one.

My two-step login code is "not right".

App codes: type the newest code (it changes every 30 seconds) and set the clock of your phone and of the computer that runs PulseCRM to automatic — the page says how many minutes they differ. Email codes: use the newest email; each code works 10 minutes.

The login code email does not arrive.

Check spam. The owner must enter an SMTP server in Owner panel → Platform settings → Email and can send a test email there. Without it codes only go to storage/logs/laravel.log.

I was logged out by myself.

Your account was used to log in on another computer or phone. Only one login per account is allowed.

A caller cannot see a lead.

Callers only see leads assigned to them. A manager can assign the lead in the lead list or on the lead page.

The call popup does not show on the phone.

Allow "Display over other apps" for the app and set battery use to "No restrictions".

The call recording is missing.

The phone itself must record calls (Phone app → Settings → Call recording). The app uploads the newest recording after the call.

A WhatsApp message failed.

Outside 24 hours of the lead's last message only approved templates can be sent. Check the template name and the Twilio number in Integrations.

Leads from Facebook do not arrive.

In Settings → Integrations check the Facebook connection and send a test lead. The owner's "Lead import log" shows every incoming lead and errors.

The app is slow on my computer.

Use Apache with OPcache instead of "php artisan serve" — see docs/speed.md in the installation folder.

How do I remove the demo data?

Settings → General → Delete demo data (admins), or "php artisan pulsecrm:clear-demo" on the server.