Getting Support

Need help with LeadMachine? We're here to assist you! Our support team is ready to answer questions, troubleshoot issues, and help you get the most out of your CRM.

How to Submit a Support Ticket

Quick Access

Look for the headset icon in the top navigation bar of LeadMachine. Click it to instantly open the support panel.

Ticket Categories

Choose the category that best describes your request:

  • Bug - Something isn't working as expected
  • Suggestion - Feature requests or improvement ideas
  • Question - General questions about how to use LeadMachine

Urgency Levels

Choose the urgency level that best describes your situation:

  • Low - General questions, feature requests, or minor issues that don't impact your work
  • Medium - Issues affecting your work but with workarounds available
  • High - Critical features broken, significantly impacting your productivity
  • Critical - System down or major functionality completely unavailable

What We Capture Automatically

When you open the support form, we'll automatically capture:

  • Your email address
  • Your company name
  • The page you're currently on (helps us understand context)

You just need to provide:

  • Category - Bug, Suggestion, or Question
  • Urgency level - How critical is your issue?
  • Description - What do you need help with?
  • Screenshot (optional) - Attach an image to illustrate the issue

Viewing Your Tickets

You can view all your submitted support tickets directly in LeadMachine:

How to View Your Tickets

  1. Click the headset icon in the navigation bar
  2. Click the "My Tickets" tab at the top of the panel
  3. View your complete ticket history with status, category, and submission date

Ticket List Features

The My Tickets view shows:

  • Subject - First line of your ticket description
  • Status badge - Current status (New, Testing, Resolved)
  • Category badge - Bug, Suggestion, or Question
  • Time - When you submitted the ticket (e.g., "2 hours ago")

Status Colors

  • Blue - New tickets awaiting review
  • Yellow - Testing status (fix implemented, awaiting your verification)
  • Green - Resolved tickets

Quick Actions

Click on any ticket in the list to see the full details. The panel remembers your last view, so you can easily switch between creating new tickets and checking existing ones.


Ticket Status Notifications

You'll receive automatic notifications when your support ticket status changes:

Testing Status

When our team has implemented a fix and it's ready for you to test, your ticket will move to Testing status. You'll receive:

  • In-app notification - A notification badge will appear in LeadMachine
  • Push notification - If you have the PWA installed with notifications enabled

The notification will say "Your support ticket is now being tested" with the ticket title.

Resolved Status

When your ticket is fully resolved, you'll receive:

  • In-app notification - Confirming your ticket has been closed
  • Push notification - Instant alert on your device

The notification will say "Your support ticket has been resolved" with the ticket title.

Clicking Notifications

When you click on a support ticket notification:

  1. LeadMachine opens with the support panel visible
  2. The "My Tickets" tab is automatically selected
  3. You can see your ticket status and history

If you're not satisfied with the resolution or the issue returns, simply submit a new ticket referencing the original issue.

Response Times

  • Critical issues: Within 1 business hour
  • High urgency: Within 4 business hours
  • Medium urgency: Within 1 business day
  • Low urgency: Within 2 business days

Business hours: Monday-Friday, 9am-5pm EST


Writing a Good Support Ticket

The more details you provide, the faster we can help! Include:

  1. What you were trying to do
- Example: "I was trying to add a new lead from the Leads page"

  1. What happened instead
- Example: "The form submitted but the lead didn't appear in my list"

  1. Any error messages you saw
- Copy and paste exact error text if available

  1. Steps to reproduce
- Example: "1. Clicked 'New Lead', 2. Filled out all fields, 3. Clicked Save"

  1. When it started
- Example: "This started happening after I updated my profile today"

  1. What you've already tried
- Example: "I refreshed the page and logged out/in but still seeing the issue"


Attaching Screenshots

Screenshots are incredibly helpful for our support team to understand and diagnose issues quickly.

How to Attach a Screenshot

  1. Click the "Choose File" button under "Screenshot (optional)"
  2. Select an image from your device
  3. A preview will appear showing your selected image
  4. Click Remove if you want to choose a different image
  5. Submit your ticket - the screenshot will be attached automatically

Supported Formats

  • JPG/JPEG - Standard photos
  • PNG - Screenshots with transparency
  • GIF - Animated or static images
  • WebP - Modern web format

File Size Limit

Maximum file size is 5MB. If your screenshot is too large, try:
  • Cropping to show only the relevant area
  • Using a screenshot tool that compresses images
  • Saving as JPG instead of PNG for photos

Tips for Good Screenshots

  • Capture the whole screen if context helps
  • Highlight the problem area using your screenshot tool's annotation features
  • Include error messages if they appear
  • Avoid sensitive data - blur or crop out passwords, personal info, etc.

Reporting Issues from Error Pages

If you encounter a 404 (Page Not Found) or server error page, you can report the issue directly:

  1. Click the "Report Issue" button on the error page
  2. The error context (URL, time, referrer) is automatically captured
  3. Add any additional details about what you were trying to do
  4. Click "Submit Report" to create a support ticket

This helps us identify broken links, missing pages, or server issues quickly.


Other Ways to Get Help

Documentation

Visit the Documentation section (Help menu) to browse:

  • Getting Started guides
  • Feature documentation
  • Integration setup guides
  • FAQs

Feature Requests

Have an idea for a new feature? We'd love to hear it! Submit a ticket with:

  • Category: Suggestion
  • Urgency: Low
  • Description: Describe your feature idea and how it would help your workflow

Tips for Best Results

DO:

  • Be specific about what's not working
  • Choose the appropriate category (Bug, Suggestion, Question)
  • Attach screenshots to show the issue visually
  • Mention any recent changes (new browser, updated profile, etc.)
  • Test in a different browser if possible before submitting

DON'T:

  • Submit multiple tickets for the same issue (we're on it!)
  • Include sensitive information like passwords
  • Use ALL CAPS (we promise we're reading carefully!)

Contact Information

Support Email: [email protected] Business Hours: Monday-Friday, 9am-5pm EST


Frequently Asked Questions

How do I know if my ticket was received?

You'll see a success message immediately after submitting. Your ticket will also appear in the "My Tickets" tab.

Can I check the status of my ticket?

Yes! Click the headset icon and go to "My Tickets" to see all your tickets with their current status.

What if my issue is really urgent?

Choose "Critical" urgency and we'll prioritize it immediately. For true emergencies outside business hours, email [email protected] with URGENT in the subject.

Can I update my ticket after submitting?

Submit a new ticket referencing the original issue, or reply to any email notification you received about the ticket.

What's the difference between Bug, Suggestion, and Question?

  • Bug: Something is broken or not working correctly
  • Suggestion: Ideas for new features or improvements
  • Question: Help understanding how to use existing features

Thank you for using LeadMachine! We're committed to providing excellent support and helping your business succeed.

Frequently Asked Questions

Click Help in the sidebar or the ? icon in the navbar. Choose Bug, Suggestion, or Question and describe your issue.

Go to Help > My Tickets to see all your submitted tickets and their current status.

We typically respond within 24 hours on business days. Urgent bugs are prioritized.