CRM General Information
How do I manage the ‘account delete requests’ showing up on my Dashboard?
When you receive 'account delete requests' on your dashboard, these are requests from clients who wish to have their accounts deleted from your system and requested them to be deleted in your premium branded app. To process these requests effectively,...
How do I edit the users on my AXLE account?
Only ‘super admin’ and ‘admin’ roles may add, edit, or delete users. Only roles at a higher level may delete a user. To edit or delete users in your AXLE portal, follow these steps: Editing Users: Deleting Users: By following...
My employee did not get the welcome email. What should I do?
If your employee did not receive their welcome email from AXLE, please follow these steps to troubleshoot and resolve the issue: We understand the importance of a smooth onboarding process, and we're here to help resolve any issues your employees...
How do I reset someone’s password in the CRM?
To reset a user's password in the AXLE CRM, follow these steps: This process ensures that the user will receive the necessary information to reset their password and regain access to their AXLE CRM account. It's a convenient and secure...
I forgot my AXLE Portal password and can’t log in?
If you've forgotten your AXLE Portal password and are unable to log in, don't worry. Follow these steps to reset your password and regain access to your account: If you encounter any issues during the password reset process or need...
How do I schedule an AXLE onboarding call?
As part of your onboarding process with AXLE, we're excited to offer you a personalized onboarding call to help you get the most out of our platform. Follow these steps to schedule your onboarding call:
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