List/CRM Trouble Shooting
Quick checks when list/crm isn't behaving as expected.
Quick checks
Most list/crm issues clear up with the basics: refresh the page, sign out and back in at app.serlzohq.com, and confirm you completed every step in “How To Create A List”.
If you're on a team account, also confirm your role has access to this feature — some actions are limited to workspace admins.
Still stuck?
Reach the Serlzo team from the live chat bubble in your dashboard or the Chat with us option on this help center. Include what you were doing, what you expected, and a screenshot if you can — it speeds everything up.