Support & Knowledge | Alyssa Campita Digital Solutions
Alyssa Campita Digital Solutions
Support When You Need It

Need Help With Your System?

Whether you’re trying to find something, understand how a feature works, or troubleshoot an issue, this page is your starting point.

Use the resources below to get answers, review common guidance, or reach out when you need more support.

Submit a Support Request →
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What Do You Need Help With?

A

Account Access

Having trouble logging in, resetting your password, or finding your account?

View Access Instructions →
C

CRM & Contacts

Need help finding contacts, understanding lead records, or keeping your CRM organized?

Contact records
Tags
Custom fields
Lead organization
Contact updates
Duplicate contacts
P

Pipelines & Opportunities

Not sure where a lead is in your process?

Pipeline stages
Opportunity status
Moving leads between stages
Lead ownership
Tracking next steps
CA

Calendars & Appointments

Need help with bookings, availability, reminders, or appointment management?

Calendar availability
Appointment booking
Rescheduling
Cancellations
Appointment reminders
No-show follow-up
W

Workflows & Automation

Wondering why something did or didn’t happen automatically?

Lead follow-up
Appointment reminders
Internal notifications
Pipeline automation
Task creation
Lead nurturing
Reactivation
F

Forms & Surveys

Need help with a form or survey?

Form submissions
Lead capture
Survey responses
Required fields
Contact updates
Where submissions are stored
M

Email & SMS

Need help with communication inside your system?

Sending messages
Templates
Automated follow-up
Email delivery
SMS communication
Conversation history
L

Funnels & Landing Pages

Need help understanding or updating one of your pages?

Landing pages
Funnels
Forms on pages
Buttons and links
Booking pages
Thank-you pages
Quick Answers

Frequently Asked Questions

First, make sure you’re using the same email address connected to your account. Then try resetting your password and check your inbox, spam, or junk folder for the reset email. If you still can’t access your account, contact support.
New leads should appear inside your CRM or contacts area. Depending on your setup, they may also appear inside a pipeline or opportunity stage.
There can be several reasons. The contact may not have met the workflow conditions, a required field may be missing, the workflow may be paused, or another setting may be affecting the process. If you’re unsure, avoid making major workflow changes until the setup is reviewed.
Yes, but if your system was configured for you, I recommend understanding what each workflow does before making major changes. A small adjustment to a trigger or condition can affect the rest of the process.
Yes. Your system can evolve as your business changes. The goal is to add what you need when you need it, rather than making the system unnecessarily complicated.
Yes. Your calendar availability can be updated as your schedule changes. Just make sure any connected appointment workflows still match the way you want your booking process to work.
You can request additional support or implementation. We can review the process first and determine whether automation is the right solution.
That’s usually a sign that it needs review, cleanup, or simplification. Instead of adding more workflows or features immediately, we can first look at what’s already there and identify what should stay, change, or be removed.
Before Requesting Support

A Few Things That Help Me Help You Faster

When reporting an issue, please include:

What you were trying to do
What you expected to happen
What actually happened
The contact, workflow, page, calendar, or feature involved
A screenshot if available
Any error message you saw
The approximate time the issue happened
The more context you provide, the easier it is to identify the problem.
Contact Support

Still Need Help?

Send a support request and include as much useful context as you can.

Need More Than Troubleshooting?

Sometimes You Don’t Need Support. You Need a System Update.

Your business will continue to change. You may launch a new service, add a new team member, change your lead process, create a new offer, or realize an old process no longer makes sense.

That’s where ongoing system support can help.

Ask About Systems Care →
Workflow updates
CRM and pipeline changes
Forms and surveys
Calendar updates
Funnel edits
Automation testing
Contact organization
New campaigns
System improvements
Troubleshooting
Want to Talk It Through?

Book Support When the Issue Needs a Conversation.

For questions that are easier to explain live, you may book a support call if that option is included in your plan or support arrangement.

Use a support call when a live conversation will be more efficient than sending screenshots or long explanations.
Your System Should Make Work Easier

It’s Normal for Questions to Come Up as You Use and Grow Your System.

The goal isn’t to know every feature. It’s to understand the parts that support your business and know where to go when you need help.

Keep it organized.
Keep it intentional.
Improve it as your business grows.
Submit a Support Request →