Help Center

Everything you need to get the most out of IdeaDunes — guides, FAQs, and direct support access.

Knowledge Base

Browse by Category

Select a topic to find step-by-step guides, best practices, and troubleshooting tips.

Getting Started

Set up your workspace, invite team members, configure roles, and complete your first project in under 30 minutes.

  • Account creation walkthrough
  • Workspace configuration
  • First project setup guide
  • Importing existing data

Account & Administration

Manage users, billing, security settings, single sign-on integration, and organizational preferences.

  • User management & roles
  • Billing & subscription
  • Two-factor authentication
  • SSO configuration

CRM & Sales

Master lead management, pipeline configuration, contact records, deal tracking, and sales reporting.

  • Lead & contact management
  • Sales pipeline setup
  • Deal tracking workflows
  • Email integration

Projects & Tasks

Organize projects, assign tasks, set milestones, track time, and coordinate delivery across distributed teams.

  • Project templates
  • Kanban & list views
  • Time tracking setup
  • Dependencies & subtasks

Reports & Analytics

Build custom reports, configure dashboards, schedule automated exports, and interpret key performance metrics.

  • Custom report builder
  • Dashboard widgets
  • Scheduled report delivery
  • Data export options

Integrations & API

Connect IdeaDunes with your existing tools using our REST API, webhooks, and pre-built integration library.

  • API authentication
  • Webhook configuration
  • Third-party connectors
  • Zapier & custom workflows

Security & Compliance

Protect your data with enterprise-grade security, two-factor authentication, role-based access, and compliance tools.

  • Two-factor authentication setup
  • Role-based access control
  • GDPR & CCPA compliance
  • Audit logging & monitoring

Billing & Subscriptions

Manage your plan, payment methods, invoices, and understand pricing tiers and upgrade paths.

  • Plan comparison & upgrades
  • Payment method management
  • Invoice history & receipts
  • Cancellation & refunds

Automation & Workflows

Streamline repetitive tasks with workflow automation, triggers, conditions, and pre-built templates.

  • Workflow builder guide
  • Trigger & action types
  • Pre-built templates
  • Email sequences

Helpdesk & Support

Set up your helpdesk, manage tickets, configure SLA policies, and deliver great customer support.

  • Ticket management
  • SLA policy configuration
  • Customer portal setup
  • Canned responses

Mobile & PWA

Use IdeaDunes on any device with our Progressive Web App, offline access, and push notifications.

  • PWA installation guide
  • Offline mode capabilities
  • Push notification setup
  • Mobile-optimized features

FAQ

Frequently Asked Questions

How do I reset my password?

Visit the password reset page, enter your email address, and follow the instructions sent to your inbox. If you have two-factor authentication enabled, you will also need your recovery code.

Can I import data from another CRM?

Yes. IdeaDunes supports CSV imports for contacts, leads, accounts, and deals. We also offer guided migration from Salesforce, HubSpot, and other major platforms. See our migration guide for details.

What is the difference between roles and permissions?

Roles define broad access levels (Admin, Manager, Member), while permissions control specific actions within modules (create, read, update, delete). Admins can customize both from the Settings panel.

How do I connect my email to IdeaDunes?

Navigate to Settings > Email Integration, authenticate with your Google Workspace or Microsoft 365 account, and IdeaDunes will sync conversations automatically with the corresponding contact records.

Is there a mobile app?

IdeaDunes is fully responsive and works on any mobile browser. A dedicated mobile app for iOS and Android is on our product roadmap — check What's New for updates.

How do I cancel or change my subscription?

Go to Settings > Billing > Manage Subscription. You can upgrade, downgrade, or cancel at any time. Annual plans can be prorated. View all plan details on the pricing page.

How do I enable two-factor authentication?

Go to Settings > Security > Two-Factor Authentication. Choose your preferred method — authenticator app, SMS, or email. We recommend authenticator apps like Google Authenticator or Authy for the strongest protection. Save your recovery codes in a secure location.

How do I create a project?

Navigate to Projects in the dashboard sidebar and click "New Project." Enter the project name, description, and timeline. You can assign team members, set milestones, and choose between Kanban, list, or timeline views to organize your work.

Can I customize dashboard widgets?

Yes. Click the customize icon on your dashboard to add, remove, resize, and rearrange widgets. Choose from KPI cards, charts, activity feeds, calendar, tasks, pipeline views, and more. Each user can personalize their own layout.

How do I set up workflow automation?

Go to Dashboard > Automation > Create Workflow. Select a trigger event, set conditions, and define actions. Test in draft mode before activating. Pre-built templates are available for common scenarios like lead nurturing and task escalation.

How do I export my data?

Every module supports CSV export. For bulk exports, use Settings > Data Export to download all data at once. The REST API also supports programmatic extraction. Enterprise plans can schedule automated exports to external storage.

What languages does IdeaDunes support?

IdeaDunes supports 20 languages including English, Spanish, French, German, Portuguese, Italian, Dutch, Russian, Chinese, Japanese, Korean, Arabic, Hindi, Turkish, Thai, Vietnamese, Indonesian, Malay, Polish, and Swedish. Switch languages from the header language selector.

How do I invite team members?

Go to Settings > Team > Invite Members. Enter email addresses, assign roles (Admin, Manager, Member), and set module-level permissions. Invitees receive an email with a link to join your workspace. You can also generate shareable invite links for bulk onboarding.

Still need help?

Our support team is available Monday through Friday, 9 AM – 6 PM EST. Enterprise customers have access to priority 24/7 support.

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