How to Contact and Receive Support

Derek Torres
Derek Torres
  • Updated

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

 

Get help with and learn SalesManager, formerly known as NorthBoundary, using a variety of resources: 

 

Help Center

If you are reading this, you are already in the Help Center! This is our knowledge base of handy articles, how-tos, and release notes.

Searching for your question here is the fastest way to get most answers, 24/7.

 

Email SalesManager (support@servicetrade.com)

If you need support for SalesManager use the following email: support@servicetrade.com

Provide as much information as possible regarding your issue. For example, details around what you were doing when you encountered the problem, screenshots or screen recordings showing the problem, etc. Every bit of detail you provide helps Support get to a solution that much faster.

 

Telephone (919-246-9900, option 2)

Speak with a support team member or leave us a voicemail for a quick callback. We will call you back if you leave a voicemail.

For record-keeping and follow-up purposes, we will create an email support ticket for any inbound phone calls or voicemails.

 

After-hours Telephone (919-246-9900, option 4)

Reach our support team after hours (emergencies only). Use this line only if you suspect that SalesManager is down and you and your team cannot access it. Enterprise or Premium plan required.

 

Additional Support Services

  • Onsite training.
  • Website consultation.
  • Data import & bulk data changes.
  • Click here for a full listing of additional support services.

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