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Customisable Lists
Customisable Lists

Customise the dropdown lists in Exsalerate

George Hampton avatar
Written by George Hampton
Updated over a week ago

Setup the different segments of your database and customise the dropdown lists below.


You can tag each company in your database to a different territory so its easy to see companies within a specific area, you can also use this segment when generating a list to send to MailChimp. 


If you need to hide data from specific users you'll need to create a 'branch'. 

When a user is assigned to a 'branch' they will only be able to see other companies assigned to their branch.  

Companies can only be assigned to one branch but users can be assigned to multiple branches. 


Setup your campaign so you can track the reactions to them inside Activities when responding to their inquiry. 

Contact Relationship

Track key contact relationships within each company profile so your team can identify key roles and send campaigns to targeted relationships within your database.

Contact Title

This list will organically grow as you add more contacts to Exsalerate, but feel free to delete what you don't need from the default list. 

Customer Industry

Add the different industry types of your customers which can be used to send industry-specific campaigns through our MailChimp integration. 

Customer Rank

Rank your customers based on their importance to you. Use the Account Management Dashboard to view a key segment and ensure your team is communicating with them regularly. 


Capture all lead sources so you can track ROI through our Reports, you can also set up Contact Us forms that talk to Exsalerate and capture your different lead sources. 

Extra Fields

Exsalerate provides two fields extra fields on the details page of the company dashboard

Simply change the title to suit your business requirements and add menu options

Access customisable fields via the main menu, edit the title and add relevant drop-down options


Add specific notes to the company profile that appear on the main dashboard

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