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[email protected] arrow_forwardFrequently Asked Questions
Quick answers to common questions about using Tesoro CRM.
How do I reset my password?
Click 'Forgot Password' on the login page. You'll receive a reset link via email within minutes.
How do I add new users to my account?
Go to Settings > Team > Add User. You can add up to 10 users on the standard plan.
How do I import my existing contacts?
Use the Import tool under Contacts. We support CSV, Excel, and direct imports from most CRM systems.
How do I connect my email?
Go to Settings > Integrations > Email. Follow the steps to connect Gmail or Outlook with OAuth2.
How do I cancel my subscription?
Go to Settings > Billing > Cancel Subscription. You can cancel anytime and export your data first.
Do you offer data migration assistance?
Yes, our onboarding service includes data migration from your current CRM. Contact us for pricing.
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