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User Help
You'll find everything you need to start using Exsalerate.
By George and 1 other2 authors45 articles
Find deleted companies & opportunities
Upgrade Your Exsalerate Account
Exsalerate Subscription Invoices
Cannot Add A User to Exsalerate
Activity Icons
Change Company/Client Name
Delete Opportunity
Unarchive A Contact
Add Company
Create new contacts & companies from Gmail
Activity Colour Coding
Emailed Activity Reports
Change Opportunity Name
Account Management Dashboard
Add a client to Xero
Change Company Name
What's An Opportunity?
Exsalerate Activity Symbols
Phases In Your Sales Pipeline
Add Documents
Edit Company Details
Company Dashboard
Draft Xero Invoices in Exsalerate
Stakeholders For Activities
Follow Up Activities
Cannot access a customer
Exsalerate Activity Symbols & Colour Coding
Password Re-set
Google Calendar Integration
Trouble Shooting - Common Questions
Welcome to Exsalerate
Archive a Contact
Add Company/Person/Contact
Add Activities
BCC Email Integration
Add Opportunity
Delete Company (Archive)
Merging Two Companies
MailChimp & Exsalerate
Reporting
Lead Scoring
Add Client to Exsalerate
Merge Exsalerate & Xero client records
Add client/company
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