CRM pipeline stages are not appearing for a new user
Check permissions, confirm the workflow owner, review recent configuration changes, and retry after refreshing your workspace.
Troubleshooting Tips
Automation reminders are not triggering on time
Verify automation timing, user timezone, notification settings, and whether the reminder workflow is active.
A support ticket is assigned to the wrong queue
Review ticket routing rules, department mapping, user roles, and recent queue configuration changes.
Dashboard numbers look different from exported reports
Check date filters, report permissions, cache timing, and whether archived or inactive records are included.