Help
Help center
Setup guides, billing answers, and troubleshooting. If you can’t find what you need here, send a message via contact and we’ll write the page.
Getting started
Your first 30 minutes in Vanta CRM — invite teammates, customize stages, log your first lead, and send your first follow-up.
Connecting Gmail
Authorize Vanta CRM to send and receive on your behalf, what scopes we ask for, and how to disconnect.
Importing your data
CSV import for contacts and leads — field mapping, deduplication, and what happens to existing records.
Billing and trials
How the free trial works, what you pay, when the next invoice runs, and what happens if a payment fails.
Support and incidents
Support response targets, escalation contacts, outage handling, and security incident communication.
Security basics
Two-factor authentication, password resets, who can see what, and how to report a vulnerability.
Network troubleshooting
If Vanta CRM won't load at your office — certificate errors, blocked connections, and what to ask your IT team.
These pages are kept short and direct. If something here is wrong or out of date, the fastest fix is telling us.