Help Center

How Can We Help?

Find answers fast, or reach us directly. We typically respond within one business day.

🚀
Getting Started

New to Tailgate Sales Pro? Learn the basics in minutes.

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📋
Managing Leads

How to add, update, and organize your leads effectively.

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🔔
Notifications

Set up reminders so you never miss a follow-up.

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💳
Account & Billing

Manage your subscription, billing, and account settings.

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Getting Started

New Here? Start With These 4 Steps

1
Create Your Account

Download the app from the App Store. Sign up with your email — no social login required. Enter your name, phone number, and business name. That's it. You're in.

2
Set Your Revenue Goal

From your dashboard, tap "Set Yearly Goal" in the getting-started checklist. Enter the total revenue you want to close this year. The Reports screen will track your progress automatically.

3
Add Your First Lead

Tap the orange + button on the bottom of the screen. Add a name, phone number, job type, and where the lead came from. Takes under 30 seconds.

4
Set Your Reminder Preferences

Go to Settings → Notifications. Set your preferred daily reminder time. We'll notify you each morning with the leads that need attention today.

Managing Leads

Lead Management Questions

How do I add a new lead? +
Tap the orange + (plus) button at the bottom center of the screen. Fill in the lead's name (required), phone number, job type, and lead source. You can also add their address using the address autocomplete and a deal value estimate.
How do I move a lead through the pipeline? +
Open the lead's detail screen by tapping their card. At the top you'll see their current status. Tap it to change it: New → Contacted → Proposal Sent → Won or Lost.
How do I log a call or note? +
Open the lead's detail screen. Tap the Notes tab to add a written note, or tap the microphone icon to record a voice note hands-free. All activity is automatically timestamped and saved to the Activity tab.
Can I edit a lead after it's been created? +
Yes. Open the lead's detail screen and tap the three-dot (⋯) menu in the top right. Select "Edit Lead" to update any field.
How do I delete a lead? +
Open the lead's detail screen, tap the three-dot (⋯) menu, and select "Delete Lead." You'll be asked to confirm before it's permanently removed.
What is the Lead ID? +
Every lead gets an auto-generated ID when it's created — for example, "Roofing — NWL/03/2026-01". This is based on the job type, your business initials, and a monthly sequence number. It's shown on the Lead Detail screen and helps you reference jobs in quotes or conversations.
Notifications

Notification Questions

How do I set up daily reminders? +
Go to Settings → Notifications. Enable "Follow-Up Reminders" and set your preferred time (e.g., 7:00 AM). You can also choose whether you want daily reminders or every other day.
Why am I not receiving notifications? +
Check that: (1) Notifications are enabled in Settings → Notifications inside the app. (2) Tailgate Sales Pro has notification permission in your iPhone's Settings → Notifications → Tailgate Sales Pro. (3) Do Not Disturb or Focus mode is not blocking the app.
Can I turn off specific types of notifications? +
Yes. In Settings → Notifications, you can individually toggle Follow-Up Reminders, Urgent Lead Alerts, Missed Call Alerts, Proposal Reminders, Daily Summary, and Milestone Celebrations on or off.
Account & Billing

Account Questions

How do I cancel my subscription? +
Go to Settings → Subscription inside the app and tap "Cancel Subscription." Alternatively, contact us at [email protected] and we'll handle it immediately. You'll keep access through the end of your billing period.
How do I reset my password? +
On the login screen, tap "Forgot Password?" and enter your email address. You'll receive a password reset link within a few minutes. Check your spam folder if you don't see it.
How do I delete my account? +
Go to Settings → scroll to "Delete Account." You'll be asked to type "DELETE" to confirm. This permanently removes all your leads, notes, and account data. This action cannot be undone.
Can I change my email address? +
To change your email, contact us at [email protected] with your current email and the new one you'd like to use. We'll update it manually.

Still Have a Question?

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