Troubleshooting
Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support.
10 articles
Articles
- Fix: can't sign in to Leadnote (password, lock, 2FA) Find out why Leadnote will not let you sign in: wrong password, too many attempts, a deactivated user, two-factor code problems or a forced password change. 6 min read
- Fix: login code, invite or reset email not arriving Find out why a Leadnote password reset link, invitation or mobile login code email has not reached you, and what you or your Account Owner can do about it. 5 min read
- Fix: Leadnote mobile app not syncing or updating Fix leads, follow-ups or changes that do not appear or send in the Leadnote mobile app: how sync works, how to force it and what each blocking screen means. 5 min read
- CSV import errors in Leadnote and how to fix them Fix Leadnote import problems: Excel files that will not open, columns that will not map, rows with errors, skipped duplicates and imports that stop part way. 5 min read
- Duplicate leads: why they appear and how to stop them Why the same person shows up twice in Leadnote, why the merge screen sometimes misses a duplicate, and how to stop new duplicates from being created. 5 min read
- Fix: missing menu items and permission errors Why a menu item, page, button or lead is missing in Leadnote, what each permission message means and who can change your access. 5 min read
- Fix: WhatsApp, SMS or email messages not delivering Find out why a Leadnote email, SMS or WhatsApp message shows Queued, Failed, Bounced or Suppressed, or never reaches the lead, and what to change to fix it. 5 min read
- Fix: leads from forms, webhooks or portals not showing up Find out why leads from enquiry forms, webhooks, the API or lead portals do not appear in Leadnote, using the Activity log and the most common causes. 5 min read
- Fix: trial ended, plan expired or account suspended What to do when Leadnote says your trial has ended, your plan expired or your account is suspended, who can renew and how to reach support without signing in. 5 min read
- Contact Leadnote support: in-app request and Contact page How to reach Leadnote support from inside the app, from the website Contact page and from the mobile app, what to include, and how to track your request. 4 min read
Browse by topic
- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
- Sales and invoicing Set up your product catalogue, then send quotes, take sales orders, issue invoices with GST or other taxes and record payments. 13 articles
- Leads Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote. 18 articles
- Team and permissions Add users, choose roles, organise teams, control who sees which leads and hand out new leads fairly. 9 articles
- Follow-ups and tasks Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet. 10 articles
- Integrations Bring leads in from forms, portals, IndiaMART and other tools, and send data out through the API, webhooks, Zapier and exports. 10 articles
- Lists and lead capture Organise leads into lists, then fill them automatically with forms, landing pages, QR codes, business cards and contact imports. 15 articles
- Messaging Connect email, SMS and WhatsApp, write templates, run campaigns, and track delivery, limits and unsubscribes. 9 articles
- Mobile app Use Leadnote on your Android phone: sign in, sync, work offline, add leads, check in at visits, get reminders and manage app permissions. 13 articles
- Reports Read the dashboard, activity and team reports, analyse your leads, and export or print the results. 8 articles
- Settings and billing Set up your organisation, lead stages, sources, tags and custom fields, working hours, and manage your plan, payments and invoices. 9 articles
- Security and privacy Protect your Leadnote account with two-factor authentication, manage sessions and passwords, read the audit log, export your data and understand how deletion works. 9 articles