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User Help
User Help
You'll find everything you need to start using Exsalerate.
35 articles in this collection
Written by
George Hampton
and
Eve Whyte
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