FAQ Center

Quick answers to your most common questions about IdeaDunes — from getting started to advanced configuration.

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Common Questions

Getting Started & Account

Everything you need to know about creating, managing, and securing your IdeaDunes account.

Account & Signup

How to create an account, invite team members, set up your organization, choose plans, configure billing, and manage user roles and permissions.

Pricing & Billing

Plan comparisons, upgrade/downgrade procedures, billing cycles, payment methods, invoicing, refund policies, and enterprise volume discounts explained.

Security & Privacy

Data encryption, backup policies, GDPR compliance, data export/deletion rights, two-factor authentication setup, and incident response procedures.

Platform Usage

Features & Integrations

Learn how to get the most from every IdeaDunes feature and integration.

Integrations

Connecting third-party tools (Google Workspace, Microsoft 365, Slack, Zapier), API authentication, webhook configuration, and custom integration development.

CRM & Modules

Setting up pipelines, customizing fields, creating workflows, generating reports, managing contacts and deals, and using industry-specific modules.

Support & Troubleshooting

How to contact support, expected response times, escalation procedures, known issues, system requirements, and browser compatibility.

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