User Help
You'll find everything you need to start using Exsalerate.
Change Company/Client Name
Activity Icons
Cannot Add A User to Exsalerate
Exsalerate Subscription Invoices
Upgrade Your Exsalerate Account
Find deleted companies & opportunities
Delete Opportunity
Add Company
Unarchive A Contact
Create new contacts & companies from Gmail
Activity Colour Coding
Emailed Activity Reports
Account Management Dashboard
Change Opportunity Name
Change Company Name
Add a client to Xero
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
Reporting
Lead Scoring
Add Client to Exsalerate
Merge Exsalerate & Xero client records
Add client/company
Screen not showing all the data