How can we help you?

Find answers to common questions and get the support you need.

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Getting Started

Learn the basics and set up your account

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Features & Setup

Configure features to match your needs

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Integrations

Connect your favorite tools and apps

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Reports & Analytics

Understand your data and insights

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Billing & Plans

Manage subscriptions and payments

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Security & Privacy

Keep your data safe and secure

Frequently Asked Questions

Quick answers to common questions

How do I get started with DealNebu?

Getting started is easy! Sign up for a free trial, import your existing data (optional), and start managing your sales pipeline. Our onboarding wizard will guide you through the initial setup process.

Can I import data from my current CRM?

Yes! DealNebu supports importing data from CSV files and most popular CRM systems including Salesforce, HubSpot, and others. Our support team can help with large migrations.

Is training available for my team?

We offer comprehensive training resources including video tutorials, documentation, and live webinars. Enterprise customers also get access to dedicated training sessions.

How do I customize my pipeline?

Navigate to Settings > Pipeline Management to add, remove, or reorder pipeline stages. You can create multiple pipelines for different sales processes and customize fields for each stage.

How do I set up email integration?

Go to Settings > Email Integration and follow the prompts to connect your email account. We support Gmail, Outlook, and other major email providers with two-way sync.

What are workflow automations?

Workflow automations are rules that automatically perform actions based on triggers. For example, you can auto-assign leads, send follow-up emails, or update deal stages automatically.

How do I generate reports?

Navigate to Reports & Analytics to access pre-built reports or create custom ones. You can filter data, set date ranges, and export reports to PDF or Excel.

Is there a mobile app?

Yes! DealNebu has native mobile apps for both iOS and Android. Download from the App Store or Google Play to access your CRM on the go.

Additional Resources

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Documentation

Comprehensive guides and API references for developers and users.

View Docs
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Video Tutorials

Step-by-step video guides to help you master DealNebu features.

Watch Videos
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Community Forum

Connect with other users, share tips, and get answers from the community.

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Still need help?

Our support team is here to help you succeed.

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