Agentic CRM troubleshooting¶

CRM lives under /crm with section tabs (Pipeline, Leads, Contacts, Discover, Jobs, Soft Wall-related delivery surfaces, and more).

Typical flow¶

1. Discover or import leads (/crm/discover, /crm/leads).
2. Enrich and qualify (/crm/enrich, licensed enrich settings).
3. Enroll into outreach sequences (/outreach Soft Wall path).
4. Approve outbound on /outreach/approvals.

Symptom: CRM tab or overview card does not navigate¶

Fix: Hard-refresh /crm. See UI navigation.

Symptom: Discover or enrich job stuck¶

Fix:

1. Open /crm/jobs and inspect the job status/error.
2. Confirm API keys / licensed enrich settings under /crm/settings.
3. Check deliverability and contactability before mass enroll.

Symptom: Soft Wall blocks CRM-driven outreach¶

Expected. High-risk sends require approval. Use /outreach/approvals.

Related docs¶

• Agentic CRM
• CRM compliance
• CRM integrations
• Licensed enrichment