Calling and Texting
Why is my call not connecting?
Why is my call not connecting?
Try these three checks in order:
- Go to Settings > Phone > Your Phone and confirm it says Your phone is connected. If it asks you to verify your cell, finish that first. The Call button cannot dial until your number is verified, and this is by far the most common cause.
- Check your internet connection. CRE Fuel calls run over the internet, not your cell carrier. A weak Wi-Fi or data signal will drop calls.
- Try calling from the CRE Fuel mobile app. If the call connects there, the issue is likely with your desktop browser.
My contacts are not receiving my texts.
My contacts are not receiving my texts.
Three things to check:
- Mobile number on file. Open the contact record and confirm there is a mobile number saved. Texts cannot be delivered to a landline.
- Opt-out status. If the contact replied STOP at any point, a STOP icon will appear on their record. You cannot text opted-out contacts. This is required by law and cannot be overridden.
- Plan text limit. Go to Settings > Billing to see how many texts remain in your current billing period. If you have hit your limit, texts will be held until the period resets or you upgrade.
Where are my call recordings?
Where are my call recordings?
Recordings appear in the contact’s activity feed within 1-2 minutes of the call ending.If a recording is not there after 5 minutes:
- Go to Settings > Phone and confirm the Call Recording toggle is on.
- Check that the call lasted long enough to record. Very short calls (under a few seconds) may not generate a recording.
Can I use my existing phone number?
Can I use my existing phone number?
Yes. You can transfer your current number to CRE Fuel through a process called porting.
- Go to Settings > Phone.
- Click Port My Number.
- Follow the steps to submit your porting request.
Contacts and Data
My imported contacts are missing.
My imported contacts are missing.
Two things cause most failed imports:
- Missing required columns. Your file must have a Name column and at least one of Phone or Email. If either is missing, the entire import will fail.
- Row-level errors. Some rows may import while others fail. Go to Contacts > Import History, find your import, and click Download Report. The report shows exactly which rows failed and why.
How do I export my contacts?
How do I export my contacts?
1
Go to Contacts
Click Contacts in the left navigation.
2
Open the menu
Click the three-dot menu in the top right corner of the Contacts page.
3
Export
Click Export, then choose CSV. The file will download to your computer.
Can I undo a merge?
Can I undo a merge?
No. Merges are permanent. Once you click Merge on the Duplicates page, the two records are combined and cannot be separated.Review both records carefully before merging. Check the activity feeds, notes, and deal associations on each one so you know what will be combined.
How do I delete a contact?
How do I delete a contact?
1
Open the contact record
Click the contact’s name to open their full record.
2
Open the menu
Click the three-dot menu in the top right corner of the record.
3
Delete
Click Delete and confirm.
Did not find your answer here? Email support@crefuel.co and include as much detail as you can: what you were trying to do, what happened instead, and any error messages you saw.
