Access Storable CRM Help Options

Use these support options to get answers faster, reduce downtime, and connect with the right Storable CRM resource for your issue.

Quick Start

Open the help menu from any page in Storable CRM.
Choose the support resource that best fits your need, such as guides, email, or live chat.
Use additional options for training, phone support, system status, and product updates.

Prerequisite

You must be able to sign in to Storable CRM.
You need access to the application interface to open the help menu.
For email, chat, training, or status resources, you need an internet connection.
If the in-app help menu is unavailable, you can start a support chat from the Storable website.

Open The Help Menu

From any page in Storable CRM, select Help (?) (A) to open all available support options.

Select Support Guides (B) to open Storable CRM online support documentation and search for targeted self-service help.
Select Email Us (C) to open a pre-addressed email to Storable CRM Support. Use this option for questions or requests that do not need immediate assistance.
Select Chat with Us (D) to start a live conversation with a support agent for immediate help. Agents can remote into your screen if needed.
When prompted, enter Name & Email (E) before starting the chat.
During the chat, use paperclip (F) to attach a screenshot, Minimize (G) to collapse the chat window, or X / End Chat (H) to close the chat when you are finished.

Open the additional support options in the help menu to access more ways to get assistance.

Select Training (I) to open Storable CRM's online training site. If you do not know your login or need to be registered for courses, contact support by email or chat.
Select Phone (J) to view Storable CRM's toll-free support number and speak with an agent.

Select System Status (K) to open the Storable CRM system status page, where you can review current service status and subscribe to updates.
Select What's New? (L) to open the Release Notes page and review current and past system updates.

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