Help center

Support & Help

Find answers to common questions or get in touch with the TargetDesk team.

Frequently asked questions

How do I sign up?+

Click Get Started and choose Individual, Manager or Corporate. Individual is free; Manager and Corporate include a 15-day free trial.

How do I invite my team?+

Managers and Corporate accounts can generate invitation codes from the Team / Invitations page. Share the code or link with your reps to onboard them.

Can I install the app on my phone?+

Yes. On Android Chrome, tap the install banner or browser menu → Add to Home Screen. On iPhone Safari, tap Share → Add to Home Screen.

What happens after my trial ends?+

You'll be prompted to upgrade. Individuals can keep using the free Individual portal at any time.

Is my data secure?+

Yes. Row-level security is enforced on every table. Individuals only see their own data, managers only see their linked team, and corporate users only see their linked company.

How do I reset my password?+

Visit the Login page and click 'Forgot password'. We'll email you a reset link.

Still need help?

Our team typically responds within one business day.