Frequently asked questions

A collection of questions you, our users ask us

15 articles in this collection
Written by Darko Zivkovic, Dejan Davidovic, and Saso

How to change password for my teammate(s)?

In this article you will find instructions on how to change password for other users
Written by Darko Zivkovic
Updated over a week ago

How to change my password in Platformax?

In this article, you will learn how to change the password for your Platformax account
Written by Darko Zivkovic
Updated over a week ago

My mailbox stopped syncing. How do I get my emails to sync?

Written by Darko Zivkovic
Updated over a week ago

How to export contacts from Google Contacts and import them in Platformax

If you use Google Contacts and want to import Contacts to Platformax, here is how you do it!
Written by Darko Zivkovic
Updated over a week ago

How Platformax works with MailChimp

Learn the details about Platformax and MailChimp integration and how it can help you get more work done.
Written by Darko Zivkovic
Updated over a week ago

How can I change ownership of contacts in Platformax?

How to change the owner of a person or the owner of a company in Platformax.
Written by Darko Zivkovic
Updated over a week ago

Which browser offers best user experience for Platformax?

In this article you will find which browsers are used for best experience, and which browsers don't support all Platformax features.
Written by Dejan Davidovic
Updated over a week ago

How to add image using WYSIWYG editor

How to add an image to email sequence step, email template, email signature etc.
Written by Darko Zivkovic
Updated over a week ago

Using Platformax on mobile device

Can I use Platformax on a mobile device?
Written by Dejan Davidovic
Updated over a week ago

How hard is it to set-up Platformax?

Platformax is easy to set-up, the hardest thing about it, is your decision to actually use it for growing your company and the sales process
Written by Saso
Updated over a week ago

What do I need to use Platformax?

Platformax requirements for small or big companies, here we explain what is needed from the first step to your final working account.
Written by Saso
Updated over a week ago

Can Platformax really help my company grow?

This article should explain, if Platformax can help you and your company becoming better at sales and managing your clients.
Written by Saso
Updated over a week ago

Pricing plans - which one is the right for me?

Find out which plan is the right one for your business and your way of work
Written by Saso
Updated over a week ago

Why are pending opportunities colored red even if the expected date is for example one month from now?

This article explains why your opportunities show as red and how you can configure this behaviour to best suit your workflow.
Written by Dejan Davidovic
Updated over a week ago

Email account password change

If you changed the password for a mailbox that you connected with Platformax, here are the steps to update the configuration.
Written by Dejan Davidovic
Updated over a week ago