Account Owner Guide

    Use this guide if you are responsible for the overall GEVADE CRM account. Account owners usually review billing, user access, permissions, account configuration, workflows, AI-assisted tools, communication setup, reporting, and support requests.

    Who this guide is for

    • Business owners
    • Account owners
    • Directors or managers responsible for CRM setup
    • People responsible for billing, access, and configuration decisions
    • Businesses preparing to manage a team inside GEVADE CRM

    Key Responsibilities

    1. Review your plan and billing setup

    Account owners should understand the selected plan, billing access, payment details, invoices, optional services, and usage-based services where relevant.

    2. Manage users and permissions

    Review who has access, which users have administrator permissions, and whether access still matches each person's role.

    3. Keep business information current

    Review business details, service areas, operating hours, booking rules, support information, and public-facing details used in messages, forms, pages, or AI-assisted tools.

    4. Review workflows and automation

    Account owners should understand which workflows are active, what they affect, and when they need review before business process changes.

    5. Review communication setup

    If SMS, email, WhatsApp, phone, or conversation tools are enabled, account owners should understand configuration, responsibilities, usage, and support escalation.

    6. Review AI-assisted tools

    If AI-assisted tools are enabled, account owners should review business information, AI boundaries, escalation rules, response quality, and usage awareness.

    7. Review reporting and performance

    Reports should be reviewed alongside data quality, lead source tracking, pipeline stages, campaigns, and workflow activity.

    8. Prepare support requests properly

    Account-specific issues should be submitted with examples, screenshots, expected results, actual results, and affected areas.

    When to Request Support

    Submit a support request if:

    • You cannot access billing or account settings.
    • A user access issue needs review.
    • Billing or usage needs account-specific review.
    • Workflows behave unexpectedly.
    • Messages are not sending as expected.
    • AI-assisted tools are not behaving as expected.
    • You need help reviewing account configuration.