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Every troubleshooting card the wizard surfaces, grouped by step. Use Ctrl/Cmd + F if you'd rather grep.
Step 1 — replying with contact info
Symptom: I sent the mobile + email but never heard back
Check first: spam folder for a reply from [email protected] or [email protected].
Fix: if no reply within 24 working hours, hit reply on the onboarding thread with "Did the contact details land?" and we'll confirm and move you on to Step 2 the same day.
Step 2 — Meta Business Manager partner access
Symptom: "You need to be Admin to do this"
Cause: your role on your own Business Manager is below Admin.
Fix: open Business Settings → People → your name → Permissions. If you're not Admin, someone who is needs to either promote you or grant us access themselves. Forward us their email and we'll write the request.
Symptom: "Partner ID not found" when pasting 570563043895208
Cause: typo, extra spaces, or pasting into the wrong field.
Fix: retype the ID by hand. The ID is fifteen digits, no letters: 570563043895208. Paste it into the Business ID field, not the Ad Account ID field.
Symptom: Partner request went through but TGB still doesn't have access
Check first: did you grant Ad Account permissions specifically, or just Page permissions?
Fix: we need Ads accounts (Manage), Pages (Create content + Moderate), and Pixel (Manage). If any of those three is missing, the launch is blocked. Edit the partner permissions and add the missing ones.
Symptom: I've never advertised before. I have no ad assets to partner with
Cause: you don't have an existing Facebook ad account or Business Manager.
Fix: skip the partner-add step entirely. We create your ad account fresh INSIDE our Business Manager and run campaigns from there. Your Page sits inside that setup, no partnership needed. The only thing we need: admin access to your existing Facebook Page (even a dormant one) so we can connect it as the publishing identity. Reply on your onboarding email with the URL of your Page and we'll send you the two clicks to grant Page admin access.
Step 3 — calendar & video calls
Symptom: A booking came through but the lead got no calendar invite and no joining link
Cause: three things have to be true and it is nearly always the second or third that is missing: your calendar provider connected, you attached to the booking calendar as a team member so there is a diary to write to, and the meeting location set to Teams, Meet or Zoom so a join link is generated.
Fix: tell us and we check all three from our side in a couple of minutes, then push a test booking end to end so you watch the invite and the link land before a real lead does. Connecting your calendar and connecting your video tool are two separate approvals, and skipping the second is the most common cause of this.
Symptom: Shared mailbox (sales@, info@) will not connect for bookings
Cause: shared mailboxes on Microsoft 365 have no licence and no interactive sign-in, so the sign-in either fails or the mailbox never appears in the list. Microsoft rule, not a CRM setting.
Fix: connect a licensed named user who holds Full Access to the shared mailbox, then set the shared calendar as the one bookings are written to. Tell us which mailbox you want bookings on and we will tell you which user to connect.
Symptom: Bookings are landing but not blocking out my calendar
Check first: Calendars → Calendar Settings → Connections: the provider shows connected AND the correct sub-calendar is selected as the busy-time source.
Fix: if it looks green and bookings still do not block, disconnect and reconnect. Sign-in tokens occasionally drift and reconnecting refreshes them.
Symptom: Confirmation email shows a time with no timezone next to it
Cause: the appointment time merge field renders without a timezone suffix.
Fix: tell us and we add it. One-line change on the email template. Worth doing the moment you take bookings from outside Malta, because a bare time is a real no-show cause.
Symptom: I expected an SMS when a lead comes in and did not get one
Cause: not a fault. Maltese mobile numbers cannot be issued on the carrier network the CRM sends SMS through, so SMS to a +356 mobile is not something we can make reliable. We do not use it.
Fix: install the LeadConnector app, log in with your CRM details, and allow notifications. The push is what reaches you away from your desk, and the email copy goes to the alert address you gave us in Step 1. If you add WhatsApp Business later, alerts can ride on that too.
Step 4 — email sending (mailbox connect or sending domain)
Symptom: Web partner added the records but Step 4 hasn't ticked green
Cause: 90% of the time it's a typo, usually a missing trailing dot or a misspelled DKIM selector.
Fix: ask your web partner for a screenshot of the records as they were added. Send it to us. We diff it against what we sent and spot the issue in seconds. We'll send corrected records to apply.
Symptom: Web partner has gone quiet
Fix: forward us their last reply (or non-reply). We escalate with a templated "Blocked on your DNS work" follow-up. If they stay silent more than 5 working days, we'll propose moving you to Cloudflare DNS, which we can manage with you directly.
Symptom: You said it'd be 48 hours and it's been longer
Cause: DNS propagation outliers, occasional registrar caching.
Fix: ping us with "DNS still not verified" and the timestamp of when records were added. We'll force a re-check on HighLevel's side and confirm propagation through external tools.
Symptom: SMTP error 535 5.7.3 Authentication unsuccessful / EAUTH when adding Outlook in Email Services
Cause: Microsoft disabled basic-auth SMTP (username + password) on Outlook and Microsoft 365 mailboxes in 2024. The mailbox refuses AUTH LOGIN even with the correct password. This is by design on their side, nothing wrong on yours.
Fix: close that custom SMTP panel without saving. Leave the default LeadConnector Email System selected as your provider. We handle email authentication via DNS in Step 4 of your DMP onboarding (DKIM/SPF/DMARC on the sending sub-domain), which is the actual deliverability layer. Custom SMTP isn't needed for your campaign to work.
Symptom: SMTP error 535 5.7.139 "user is locked by your organization's security defaults policy"
Cause: your Microsoft 365 tenant has Security Defaults enabled, which blocks third-party SMTP logins at the policy level. Slightly different mechanism from the basic-auth deprecation, identical answer.
Fix: same as the other SMTP error. Close the panel without saving, leave LeadConnector Email System selected as the default provider. We handle email authentication via DNS on our side. Custom SMTP isn't needed for your campaign to work, regardless of which Outlook variant is throwing the lock.
Symptom: Email Services → Add new domain shows "Domain Validation Failed"
Cause: two things stacked. The Email Services screen is for the email-sending subdomain (Mailgun-style, like mg.yourdomain.com), not the funnel subdomain (go.yourdomain.com). Entering the funnel subdomain here triggers the validation failure. Also, this screen is entirely optional.
Fix: skip this screen. Close the panel without saving. The default LeadConnector Email System sends emails fine without it. Email authentication via DNS (SPF, DKIM, DMARC) happens in Step 4 of your DMP onboarding, separately, and that's something we handle on our side. If you want branded email sending later, use a different subdomain like mg.yourdomain.com (not the one you use for funnels).
Symptom: I need the DNS records for my funnel subdomain. Where do I find them?
Where to look: in your CRM, go to Settings → Domains (not Email Services). Click Add Domain. Enter your funnel subdomain (e.g. go.yourdomain.com or promotions.yourdomain.com).
What you get: a single CNAME with the target sites.ludicrous.cloud (TGB's white-label routing host). Add it in your DNS panel: Type CNAME, Host = your chosen prefix, Value = sites.ludicrous.cloud, TTL = Auto or 3600. Save, wait 1 to 4 hours for propagation, click Verify in the CRM. Landing page goes live automatically once it verifies.
Shortcut: reply on your onboarding email with "send me the records" and we look them up on our side and pass them to your DNS team directly. No CRM-clicking from your end.
Symptom: CRM emails are landing in spam or bouncing, even though the address is right
Cause: your own domain is telling the world to reject anything not sent from your own mail servers. If the root domain SPF record ends in -all with no entry allowing the CRM to send on your behalf, every automated email going out as [email protected] is treated as forged.
Fix: send us your domain name. We read the record publicly, no access needed, and hand your DNS person the exact one-line change. This is the most common reason a technically finished setup still produces no replies.
Step 5 — Facebook & Instagram connection
Symptom: Facebook shows Connected, my lead forms are listed, and zero leads reach the CRM
Cause: connecting the Page is only half the job. Each individual lead form needs its fields mapped onto the matching CRM fields (full name, email, phone, any custom questions). Until that mapping exists the CRM accepts the connection, lists your forms, reports healthy, and delivers nothing at all. There is no error message anywhere, which is exactly why this one runs for days before anybody checks.
Fix: the moment your ads are live and no leads have landed, tell us. We do the field mapping from our side and it is a five-minute job once someone actually looks. Do not wait a week assuming it is a slow start.
Symptom: I clicked Connect, but did I need to grant anything inside Meta as well?
Check first: Meta Business Settings → Integrations → Leads Access. Confirm LeadConnector has access to your Page.
Fix: grant it. This is separate from the Step 2 partner access, and without it your forms can look perfectly connected and still deliver nothing.
Symptom: There are leads sitting in Meta that never arrived in the CRM
Fix: tell us and we import them by hand. You lose nothing.
Worth knowing: an imported lead does not trip the automation the way a live one does, so no alert, no follow-up email and no call task fires for it. We enrol those manually and flag which ones were backfilled, so you know they want a call from you rather than from a sequence.
Symptom: Messenger and Instagram DMs are not showing in my CRM inbox
Cause: until the Integrations connect is done and your Page is selected, DMs sit in Facebook’s own inbox where the CRM, your reporting and your automations cannot see them.
Fix: complete Step 5. If it is already done and DMs still are not landing, send us a screenshot of the Integrations screen and we trace it.
Symptom: Instagram will not connect
Cause: Instagram only connects when it is a Professional account (Business or Creator) linked to the Facebook Page you connected.
Fix: in the Instagram app: Settings → Account type and tools → Switch to professional account, then link it to your Facebook Page. Back in the CRM go to Settings → Integrations and click Connect on Instagram again.
Step 6 — going live
Symptom: Calendar connected but bookings aren't blocking my calendar
Check first: in HighLevel under Calendars → Settings, the integration shows a green Connected tick AND the correct sub-calendar is selected as the busy-time source.
Fix: if green-tick but bookings don't block, disconnect and reconnect the calendar. Google/Outlook OAuth tokens occasionally drift; reconnect refreshes them.
Symptom: Leads coming in but no alert reaching me
Check first: open the lead in the CRM. Does the activity feed show "alert sent"?
Fix: if yes but you didn't receive it, check that the LeadConnector app is installed, logged in and allowed to send notifications, then check spam and the Gmail Promotions/Other tabs for the email copy. If the feed shows no alert at all, the routing is broken. Send us "alerts not firing" and we'll trace and repair within the hour. We don't use SMS: Maltese mobiles can't be reached reliably on the CRM's carrier network, so push and email are the two channels that matter.
Symptom: Dashboard numbers don't match what I'm seeing in the pipeline
Cause: dashboards refresh every 15 minutes, pipeline updates instantly. Brief lag is normal.
Fix: wait 15 minutes, refresh. If still off, reply with "dashboard mismatch" and a screenshot of both views. Usually a stage was renamed and the dashboard formula needs updating.
Symptom: Phone System shows "A2P 10DLC registration incomplete, please go to the trust center tab"
Cause: A2P 10DLC is US carrier compliance for sending OUTBOUND SMS via US 10DLC numbers. Registration requires a US EIN and US business address, which non-US businesses generally can't complete.
Fix: ignore the banner. We don't send outbound SMS at all. Client communication runs on WhatsApp + email. The only thing the US +1 does is receive the inbound WhatsApp verification code (which lands in your Conversations tab and triggers WhatsApp setup). The banner stays in your CRM permanently but is safe to ignore. No registration needed.
Symptom: Facebook Ads Manager reports fewer leads than the CRM shows
Cause: not a fault on either side. Ads Manager loses leads to its attribution window, iOS privacy and EU consent, so a real lead can be genuinely uncountable on Meta’s side. We have measured gaps of well over half on our own account.
Fix: trust the CRM for how many leads you got and what they cost, because it counts a real person actually submitting. Use Ads Manager for which creative and audience are working. If the gap ever runs the other way, Ads Manager higher than the CRM, tell us, because that one is a fault and usually means a lead form is not mapped.
WhatsApp Business & the +1 number — optional add-on
Not a launch step. Nothing in this section blocks you going live. Setup guide: WhatsApp Business.
Symptom: "Number already in use" when adding the WhatsApp account
Cause: the number is registered somewhere else, usually on regular WhatsApp or on a different Business Manager.
Fix: do NOT factory-reset anything. Send us a screenshot of the error and we'll trace where the number is registered. Most cases unblock within an hour once we know.
Symptom: WhatsApp purchase done in HighLevel but no connection request arrived
Check first: force-close and reopen the WhatsApp Business app on your phone.
Fix: if still no request after 30 minutes, reply on the onboarding email with "WhatsApp request didn't arrive" and we'll re-trigger from our side.
Symptom: Connection request approved on the phone but CRM thread is empty
Cause: sometimes the first sync takes 30 to 60 minutes.
Fix: wait an hour, then send yourself a test message to your WhatsApp Business number from any other phone. If the test message shows in the CRM, you're good. If not, ping us with "WhatsApp sync not landing".
Symptom: Assigned number is US (+1...), I can't receive WhatsApp verification codes on it
Cause: the US +1 is a Twilio routing number, not a physical SIM. SMS to it forwards directly into your CRM's Conversations tab, not to a phone.
Fix: open your CRM's Conversations tab. Find the recent message from Meta containing the 6-digit verification code. Copy it, paste it into the WhatsApp setup verification field. The US +1 then becomes your WhatsApp Business identity. No need to buy another number or switch to your personal mobile.
General — CRM access + login
Symptom: An email told me to log into my CRM but I never received a login
Check first: spam and the Promotions tab. The invite comes from the CRM itself, not from a TGB address.
Fix: if it is genuinely not there, reply on the onboarding thread with BLOCKED in the subject. Something has stalled on our side and we want to know the same day rather than a week later.
Symptom: Forgot password to the CRM
Fix: use the "Forgot password" link on the login page. Reset email lands within minutes. If it doesn't, check spam, then reply on the onboarding thread and we'll resend the welcome invite from our side.
Symptom: "Account not found" or "Access denied" when logging in
Cause: usually a typo in the email field, or you're using the wrong login URL.
Fix: double-check the login link from your welcome email. The URL is sub-account-specific and won't work from the generic app.gohighlevel.com entry page.
Symptom: I added a team member but they can't see anything
Cause: permission scope set too narrow on add.
Fix: open the user in Settings → My Staff, scroll to Permissions, and tick at minimum: Conversations, Opportunities, Calendars, Contacts. Save. They re-login and see the pipeline.
Last resort
Nothing here matched your symptom
Hit reply on your onboarding email thread with the word "BLOCKED" in the subject and a one-paragraph description of what you tried. We treat anything labelled BLOCKED as same-day priority on the TGB side. Or email Stephen directly with the BLOCKED tag pre-filled: [email protected]