User Help

You'll find everything you need to start using Exsalerate.

George Hampton avatar Eve Whyte avatar
42 articles in this collection
Written by George Hampton and Eve Whyte

Exsalerate Subscription Invoices

Access Exsalerate subscription invoices at anytime via your profile
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Written by Eve Whyte
Updated over a week ago

Upgrade Your Exsalerate Account

It's easy to upgrade from your 14 day free trial account
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Written by Eve Whyte
Updated over a week ago

Change Company/Client Name

Edit company/client names in the details tab of the main dashboard
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Written by Eve Whyte
Updated over a week ago

Activity Icons

Exsalerate activity symbols and what they mean
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Written by Eve Whyte
Updated over a week ago

Find deleted companies & opportunities

Search for archived/deleted opportunity, client or company records
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Written by Eve Whyte
Updated over a week ago

Cannot Add A User to Exsalerate

If user already exists the email address is already registered in Exsalerate
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Written by Eve Whyte
Updated over a week ago

Delete Opportunity

Remove/archive an opportunity in your Exsalerate account
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Written by Eve Whyte
Updated over a week ago

Unarchive A Contact

Reactivate a contact who has returned to work for an organisation
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Written by Eve Whyte
Updated over a week ago

Add Company

Record vital information about the companies & people you deal with
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Written by Eve Whyte
Updated over a week ago

Create new contacts & companies from Gmail

Create new contacts & companies from your Gmail inbox
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Written by Eve Whyte
Updated over a week ago

Activity Colour Coding

Take action based on the colour coding on your ToDo list
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Written by Eve Whyte
Updated over a week ago

Emailed Activity Reports

A snapshot of activities completed or planned to drive sales
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Written by Eve Whyte
Updated over a week ago

Change Opportunity Name

Change the name of an opportunity/deal with an exisiting customer
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Written by Eve Whyte
Updated over a week ago

Account Management Dashboard

Increase customer retention rates with a visual account management tool
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Written by Eve Whyte
Updated over a week ago

Change Company Name

Edit the name of client or company
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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
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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
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Written by Eve Whyte
Updated over a week ago

Exsalerate Activity Symbols

Exsalerate activity symbols and what they mean
Eve Whyte avatar
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)
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Written by Eve Whyte
Updated over a week ago

Add Documents

Upload documents, and images to client profiles
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Written by Eve Whyte
Updated over a week ago

Edit Company Details

How to view, edit and enrich company details
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Written by Eve Whyte
Updated over a week ago

Company Dashboard

A place to view key client information
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Written by Eve Whyte
Updated over a week ago

Quotes from Xero to Exsalerate

Create an opportunity in Exsalerate when emailing quotes from Xero
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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
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Written by Eve Whyte
Updated over a week ago

Stakeholders For Activities

Assign a stakeholder to an activity to keep them in the loop
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Written by Eve Whyte
Updated over a week ago

Follow Up Activities

Set an activity to follow up to win or retain business
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Written by Eve Whyte
Updated over a week ago

Cannot access a customer

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Written by Eve Whyte
Updated over a week ago

Exsalerate Activity Symbols & Colour Coding

Understand the status of leads & opportunities within your sales pipeline
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Written by Eve Whyte
Updated over a week ago

Password Re-set

Forgot Your Password - not a problem
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Written by George Hampton
Updated over a week ago

Google Calendar Integration

Create meetings in your Google calendar and sync them to Exsalerate
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Written by Eve Whyte
Updated over a week ago

Trouble Shooting - Common Questions

A summary of the most commonly asked questions
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Written by Eve Whyte
Updated over a week ago

Welcome to Exsalerate

How to get started with a business tool your team will Love
George Hampton avatar
Written by George Hampton
Updated over a week ago

Archive a Contact

Archive a contact from a client profile if they leave the organisation
Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Add Company/Person/Contact

Keep track of all your interactions with contacts/people & companies.
George Hampton avatar
Written by George Hampton
Updated over a week ago

Add Activities

Set Activities & Reminders to follow up and win the business
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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
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Written by George Hampton
Updated over a week ago

Add Opportunity

Add deals to existing customers to give them the attention they deserve
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Written by George Hampton
Updated over a week ago

Delete Company (Archive)

Archive/delete a company from Exsalerate
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Written by George Hampton
Updated over a week ago

Merging Two Companies

Merge duplicate client records to retain correspondance history
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Written by George Hampton
Updated over a week ago

MailChimp & Exsalerate

Send contacts to MailChimp & monitor campaign performance
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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.
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Written by George Hampton
Updated over a week ago

Lead Scoring

Cutting through the BS
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Written by George Hampton
Updated over a week ago