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Getting Support

Article: 000050241
Updated: March 25, 2025

Report issues to support, access the Knowledge Base, get in-depth training through the Virtual Classroom, and more.

Lead Gen & CRM provides customers the ability to report support issues directly within the application. Additionally, users have access to additional means of support, including the Virtual Classroom and the Knowledge Base.


Article Contents

 
Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

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Lead Gen & CRM Support Information

Lead Gen & CRM Support is available Monday to Friday from 8:00 AM to 6:00 PM (Eastern Time). During normal operating hours, Lead Gen & CRM Support will often respond within an hour of your initial support request. However, if support requests are made after hours or over the weekend, it may take up to 72 hours to receive support. 

If you would prefer to speak directly with Lead Gen & CRM Support, you can call the Lead Gen & CRM Support phone line at 1-888-428-9605, option 1.

Note: Phone support is available on Essential, Advanced, and Ultimate plans.


Submitting a Support Case

You can submit a case to receive support with an issue you may be experiencing in the application. Before submitting a case, refer to the Knowledge Base first, as the resolution for your issue may already be available. 

To file a support request, do the following:

  1. Click  13personas.png  User Menu > Get Support in the top toolbar. 


     

  2. Click I Need Help With....  and select the general component of Lead Gen & CRM where you are experiencing the issue in the drop-down menu that appears.


     

  3. Complete the form with the necessary information. Click Send Support Ticket.

 
Note: When an attachment is uploaded successfully, you'll see a checkmark next to "Choose File(s)".
 
Once your case has been submitted, you will receive a response from the support team via email. Track the status of submitted cases from the Open Support Requests tab. 
 
 
See replies to your cases from support representatives by clicking See Replies. You may also reply to any messages using the text field. 
 




Virtual Classrooms (Training)

Lead Gen & CRM offers training through online Virtual Classrooms, designed to educate you and your team on marketing automation features.  

These webinar-based classes are designed to get you up to speed on all the benefits of Lead Gen & CRM, so you can use it to widen your funnel, boost conversions, and drive more revenue.

Click  13personas.png  User Menu > Virtual Classroom in the top toolbar to access the Virtual Classroom.

Review the Lead Gen & CRM Virtual Classroom homepage for more information.

 



Knowledge Base

Lead Gen & CRM offers self-guided learning through our extensive Knowledge Base of articles and guides. Find step-by-step instructions, best practices, and more!

Click 13personas.png  User Menu > Help Docs in the top toolbar to access the Knowledge Base.

 



System Status

Go to status.sharpspring.com to see Lead Gen & CRM's system status, which will provide an in-depth look at Lead Gen & CRM's current and recent system status.

You can also access this in-app through the System Status and Uptime Report link at the bottom of the application. 

 

Sharpspring application report

 

Past Incidents
 



Customer Satisfaction Surveys

Once the case is resolved, you will receive a customer satisfaction survey (CSAT) via email. The CSAT contains a simple yes-or-no question on whether or not you were satisfied with the help received regarding your ticket.

Only those who submit cases can access the respective CSAT.

 


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