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Everything you need to know about using Laureo

Frequently Asked Questions

Answers to common questions about the CRM

Account & Access

Questions about your account, login, roles, and team management.

How do I change my password?▼

Navigate to Settings > Security > Change Password. Enter your current password, then type and confirm your new password. Your new password must be at least 12 characters long. After saving, you will remain signed in with the new password.

How do I change my email address?▼

Your email address is managed by your organization's administrator and cannot be changed from your profile. Contact your admin to update your email. This restriction ensures that login credentials remain consistent with your organization's identity provider.

What are the different user roles?▼

The CRM has three user roles, each with different permission levels:

Admin — Full access to all features, settings, user management, billing, integrations, and data export. Can manage other users' roles and permissions.
Manager — Can view and manage all records across the team, access reports, import and export data, and manage pipelines. Cannot access billing or user role settings.
Sales — Standard user role for day-to-day CRM usage. Can create and manage their own records, log activities, and view reports. Cannot access admin settings or see records owned by other users unless explicitly shared.

How do I invite team members?▼

Go to Admin > User Management > Invite User. Enter the new team member's email address and select their role (Admin, Manager, or Sales). They will receive an invitation email with a link to set up their account. Invitations expire after 7 days and can be resent from the same page.

Data Management

Questions about importing, exporting, and maintaining your CRM data.

How do I import data?▼

Navigate to the Import page from the sidebar. Upload a CSV file, then map your CSV columns to CRM fields using the field mapping interface. The importer validates your data before processing and provides a summary of created, updated, and skipped records. Import access is restricted to Manager and Admin roles.

How do I export data?▼

Go to Admin > Data Export. Select the entity type (companies, people, or opportunities), apply any filters, and click Export. The CRM generates a CSV file that downloads to your browser. Exports are available to Manager and Admin roles only and are capped at 100,000 rows for performance.

How do I merge duplicate records?▼

Go to Admin > Merge Duplicates. The system identifies potential duplicates based on similarity scoring of names, emails, and other fields. Review each suggested match, select the primary record to keep, and confirm the merge. Associated activities, opportunities, and notes from the duplicate are transferred to the primary record.

Can I undo a delete?▼

No, deletion is permanent and cannot be undone. If you want to remove a record from active views while preserving it for historical reference, use the Archive feature instead. Archived records can be restored at any time from the archive view by managers and admins.

Always prefer archiving over deleting

Deleted records are permanently removed along with their associated activities, notes, and history. Archiving hides the record from default views while keeping all data intact for future reference.

Email & Outreach

Questions about email integration, templates, and tracking.

How do I set up email integration?▼

Go to Settings > Integrations and connect your Google Workspace or Microsoft 365 account. The CRM will sync your email, allowing you to send and receive messages directly from the platform. Emails sent through the CRM are automatically logged as activities on the relevant contact and company records.

How do I create email templates?▼

Navigate to Admin > Email Templates. Click "Create Template" to open the editor. Give your template a name, write the subject line and body content, and insert merge fields (like contact name, company name, or custom fields) to personalize each message. Templates can be selected when composing emails from any record's detail page.

How do I track email opens?▼

Email opens are automatically tracked when you send emails through the CRM. A tracking pixel is included in outgoing messages, and open events are recorded on the activity timeline for the associated contact. You can view open rates in campaign analytics and on individual email activity records. No additional setup is required.

Pipeline & Opportunities

Questions about managing deals and pipeline views.

How do I create a new pipeline?▼

Go to Admin > Pipelines > Create Pipeline. Give the pipeline a name, then define the stages it should contain. Each stage has a name, display order, and an optional probability percentage used for weighted value forecasting. You can create multiple pipelines for different sales processes such as new business, renewals, or partnerships.

How do I change an opportunity's stage?▼

There are two ways to move an opportunity between stages. In the Pipelinekanban view, drag and drop the opportunity card to the desired stage column. Alternatively, open the opportunity's detail page and change the stage from the stage dropdown field. Both methods update the record immediately and log a stage change in the activity history.

What is weighted value?▼

Weighted value is the opportunity amount multiplied by the probability percentage assigned to its current pipeline stage. For example, a $50,000 deal at a stage with 60% probability has a weighted value of $30,000. This metric provides a more realistic view of your pipeline's expected revenue by accounting for the likelihood of each deal closing.

Integrations

Questions about connecting third-party services.

Which integrations are supported?▼

The CRM supports the following integrations:

Google Workspace — Email sync, calendar sync, and contact import.
Microsoft 365 — Email sync, calendar sync, and contact import.
Slack — Broadcast CRM events (deal won, new lead, task overdue, ticket created, and 6 others) to a Slack channel via incoming webhook.
Microsoft Teams — Broadcast the same 10 CRM event types to a Teams channel via a workflow webhook, independent of Slack toggles.
Stripe — Payment processing for invoices and subscription tracking.
Data Enrichment — Automatically enhance contact and company records with third-party data.

How do I connect Google Calendar?▼

Go to Settings > Integrations > Google Workspaceand click "Connect". You will be redirected to Google to authorize access. Once connected, your Google Calendar events will sync with the CRM calendar, and activities scheduled in the CRM will appear on your Google Calendar. The sync runs automatically and keeps both calendars up to date.

Billing

Questions about plans, pricing, and payments.

How do I view my current plan?▼

Navigate to Settings > Billing to view your current plan, renewal date, seat counts, and any upcoming scheduled changes. Admin > Usage & Limitsshows detailed per-user breakdowns and allocation controls. Both are gated by the billing.manage_subscription permission.

How do I change plans?▼

Plan changes are managed by your account administrator from Settings > Billing. Upgrades take effect immediately with prorated billing. Downgrades, seat removals, and cancellations are scheduled for end of cycle — you keep the higher tier until then.

Still have questions?

If your question is not covered here, check the full documentation in the sidebar or reach out to your organization's administrator for account-specific inquiries.

Tips & Tricks— Power user tips for maximum productivity Glossary— Definitions of CRM terms and concepts Account Setup & Team— Set up your account and invite teammates Keyboard Shortcuts— Complete list of keyboard shortcuts

Tips & Tricks

Glossary

Help Center

Frequently Asked Questions

Account & Access

Data Management

Email & Outreach

Pipeline & Opportunities

Integrations

Billing

Related Articles

Help Center

Frequently Asked Questions

Account & Access

Data Management

Email & Outreach

Pipeline & Opportunities

Integrations

Billing

Related Articles