KNOWLEDGE, CONNECTED

Deepwater Help Center

What’s getting
in the way?

Set up your workspace, solve common problems and get back to the work.

Start with the symptom, the task, or the words in an error message.

START WITH A PROBLEM

YOUR NEXT STEP

Answers you can work with.

10 guides

01

PlatformAccount & access

First sign-in: get into the right workspace

Fix an expired link, a missing sign-in email, or an account that opens the wrong organization.

02

PlatformAccount & access

Invite your team and fix access problems

Add people to the correct tenant and diagnose permission errors without granting everyone administrator access.

03

CRMWorkspace & records

Set up your workspace and CRM process

Configure branding, stages and record fields, then check why a deal or forecast is missing.

04

CRMWorkspace & records

Import records and troubleshoot rejected rows

Start with a small CSV, check the mapping, and resolve errors before repeating an import.

05

PlatformConnections & AI

Reconnect email, calendar and other sources

Work through account, permission and connection problems before treating stale data as an application bug.

06

SignalModule troubleshooting

Signal: find a missing meeting or analysis

Check module access, the source connection and meeting visibility before importing a conversation again.

07

FunnelModule troubleshooting

Funnel: troubleshoot missing or unexpected numbers

Separate unavailable measurements from zero, and compare the same source, property and reporting window.

08

CardsModule troubleshooting

Cards: fix a card, booking QR or missing lead

Check the actual card destination, member ownership and detail-swap submission before searching the CRM.

09

PlatformConnections & AI

Connect your AI tools and resolve MCP errors

Check the endpoint, organization, scopes and approval controls behind a failed AI tool request.

10

PlatformBefore contacting support

Check a problem and prepare a useful support request

Try a short, repeatable recovery path, then send the context needed to investigate.