User Help

Find deleted companies & opportunities

Search for archived/deleted opportunity, client or company records

Written by Eve Whyte
Updated over a week ago

Delete Opportunity

Remove/archive an opportunity in your Exsalerate account

Written by Eve Whyte
Updated over a week ago

Unarchive A Contact

Reactivate a contact who has returned to work for an organisation

Written by Eve Whyte
Updated over a week ago

Create new contacts & companies from Gmail

Create new contacts & companies from your Gmail inbox

Written by Eve Whyte
Updated over a week ago

Activity Colour Coding

Take action based on the colour coding on your ToDo list

Written by Eve Whyte
Updated over a week ago

Emailed Activity Reports

A snapshot of activities completed or planned to drive sales

Written by Eve Whyte
Updated over a week ago

Change Opportunity Name

Change the name of an opportunity/deal with an exisiting customer

Written by Eve Whyte
Updated over a week ago

Change Company Name

Edit the name of client or company

Written by Eve Whyte
Updated over a week ago

Add a client to Xero

When you win business add the client to your Xero account

Written by Eve Whyte
Updated over a week ago

What's An Opportunity?

An opportunity is a 'potential' business deal/project you have with an 'existing' customer

Written by Eve Whyte
Updated over a week ago

Activity Symbols

Exsalerate activity symbols and what they mean

Written by Eve Whyte
Updated over a week ago

Phases In Your Sales Pipeline

The stages of your sales pipeline that new leads/opportunities move through until they are invoiced (won)

Written by Eve Whyte
Updated over a week ago

Add Documents

Upload documents, and images to client profiles

Written by Eve Whyte
Updated over a week ago

Edit Company Details

How to view, edit and enrich company details

Written by Eve Whyte
Updated over a week ago

Company Dashboard

A place to view key client information

Written by Eve Whyte
Updated over a week ago

Quotes from Xero to Exsalerate

Create an opportunity in Exsalerate when emailing quotes from Xero

Written by Eve Whyte
Updated over a week ago

Draft Xero Invoices in Exsalerate

How to create a draft invoice for approval in Xero from Exsalerate

Written by Eve Whyte
Updated over a week ago

Stakeholders For Activities

Assign a stakeholder to an activity to keep them in the loop

Written by Eve Whyte
Updated over a week ago

Follow Up Activities

Set an activity to follow up to win or retain business

Written by Eve Whyte
Updated over a week ago

Cannot access a customer

Written by Eve Whyte
Updated over a week ago

Exsalerate Activity Symbols & Colour Coding

Understand the status of leads & opportunities within your sales pipeline

Written by Eve Whyte
Updated over a week ago

Password Re-set

Forgot Your Password - not a problem

Written by George Hampton
Updated over a week ago

Google Calendar Integration

Create meetings in your Google calendar and sync them to Exsalerate

Written by Eve Whyte
Updated over a week ago

Trouble Shooting - Common Questions

A summary of the most commonly asked questions

Written by Eve Whyte
Updated over a week ago

Welcome to Exsalerate

How to get started with a business tool your team will Love

Written by George Hampton
Updated over a week ago

Archive a Contact

Archive a contact from a client profile if they leave the organisation

Written by Eve Whyte
Updated over a week ago

Add Company/Person/Contact

Keep track of all your interactions with contacts/people & companies.

Written by George Hampton
Updated over a week ago

Add Activities

Set Activities & Reminders to follow up and win the business

Written by George Hampton
Updated over a week ago

BCC Email Integration

Not on Outlook or Gmail or forwarding emails? Just use our BCC function

Written by George Hampton
Updated over a week ago

Add Opportunity

Add deals to existing customers to give them the attention they deserve

Written by George Hampton
Updated over a week ago

Delete Company (Archive)

Archive/delete a company from Exsalerate

Written by George Hampton
Updated over a week ago

Merging Two Companies

Merge duplicate client records to retain correspondance history

Written by George Hampton
Updated over a week ago

MailChimp & Exsalerate

Send contacts to MailChimp & monitor campaign performance

Written by George Hampton
Updated over a week ago

Reporting

We can provide you with a wide range of insights and metrics relating to your business performance.

Written by George Hampton
Updated over a week ago

Lead Scoring

Cutting through the BS

Written by George Hampton
Updated over a week ago