Convertly CRM Frequently Asked Questions
Account and trial
Section titled “Account and trial”What does a new workspace include?
Section titled “What does a new workspace include?”A 14-day Standard trial with three included users and 150,000 leads of capacity. Sample leads, tasks, and follow-ups may be created for orientation.
What happens after the trial?
Section titled “What happens after the trial?”An unpaid tenant is intended to move into a seven-day Grace period and then Suspended state. Activate Standard billing or contact the team about Enterprise before access is interrupted.
How do I reset my password?
Section titled “How do I reset my password?”Use Forgot password. The one-time code expires after 15 minutes.
Users and visibility
Section titled “Users and visibility”Who can see organization leads?
Section titled “Who can see organization leads?”Admin, Manager, and Sales have organization-wide sales visibility. Staff is assignment-focused. Advertising attribution details are limited to Admin and Manager.
Can Managers use Billing?
Section titled “Can Managers use Billing?”Managers can view Billing. Stripe portal actions and cancellation are Admin-only.
Forms and intake
Section titled “Forms and intake”Does every submission create a new lead?
Section titled “Does every submission create a new lead?”No. A matching email or phone updates the existing tenant lead with duplicate-submission context.
Can I use a tenant API key in a website form?
Section titled “Can I use a tenant API key in a website form?”No. Use a native form token for public embeds. Keep tenant API keys on trusted servers.
When should I use Universal Webhooks?
Section titled “When should I use Universal Webhooks?”Use it when a third-party sender cannot produce the Inbound Leads API format. Capture one redacted sample, map paths, and then test lead creation.
Automations and reminders
Section titled “Automations and reminders”Are automations scheduled?
Section titled “Are automations scheduled?”No. CRM automations are event-driven. Due reminders and overdue summaries are handled by the notification service.
Can an automation email a lead?
Section titled “Can an automation email a lead?”Lead nurture and drip email actions are not part of the current automation builder. Automation alerts are for CRM users.
Does Closed Won always send Purchase?
Section titled “Does Closed Won always send Purchase?”No. Google conversion-action IDs and Meta event names are configured per CRM milestone in Settings -> Ads.
Are Meta Lead Sync and Meta CAPI the same?
Section titled “Are Meta Lead Sync and Meta CAPI the same?”No. Lead Sync imports Meta instant-form submissions. CAPI sends mapped CRM outcomes to Meta.
Analytics and AI
Section titled “Analytics and AI”Can Analytics be exported?
Section titled “Can Analytics be exported?”Dedicated Analytics export is unavailable. Use filtered Leads export for record-level CSV data.
Does AI see every tenant record?
Section titled “Does AI see every tenant record?”No. AI uses CRM context available within the signed-in user’s organization and role scope. Relevant context is sent to the tenant-selected AI provider.
Can a deleted lead be restored?
Section titled “Can a deleted lead be restored?”Yes, while it remains in Trash. Permanent deletion is restricted to Admin and platform Developer roles and cannot be undone.