Frequently Asked Questions

We'll add FAQ's here as soon as we get questions from all of you.

LeadConnector (part of the software that Fern CRM is built on) has a Knowledge Base with many of the most common questions/answers here:

https://help.leadconnectorhq.com/support/home

Just be warned that they aren't as diligent about removing outdated info or updating when things change. So if the answer you find over there doesn't match what you're seeing in your Fern CRM dashboard, that's why.

If you still don't find the answer you're looking for over there, try searching YouTube or your favorite search engine for "[How to do the thing you're trying to do] in HighLevel"

Thousands of people use HighLevel (the main software that Fern CRM is built on) and many have created their own tutorials on how to do things. And many of them have teams of people to help them add new ones as new features are added and keep old ones up-to-date.

If you have any trouble using someone else's tutorials to solve your problem, reach out to the Fern CRM team and we'll either create a tutorial for you specifically or help you understand the one you found elsewhere.

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