To add a new company to Exsalerate click Add Company on the left side of your screen, and type in the company name

Add details of the person you first engaged with including their title and level of decision making.

A contact profile is created linked to Acme Corp

Bob Plummins, Director & Decision maker

Choose the sales phase Acme Corp occupies in the sales pipeline (leads)

Specify the 1st Activity you’ve executed (Scope Proposal) and enter notes for future reference

Click Save and Exsalerate creates the company/client (Acme Corp) a contact profile (Bob Plummins) along with a completed activity being the scope proposal

A follow-up activity prompt appears, so now choose the next activity you wish to schedule with Acme Corp click Todo

The scheduled activity will now appear on your to-do list

Upload contacts in bulk via the contact upload template

Upload companies in bulk via the company upload template