User Help

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

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

Unarchive A Contact

Reactivate a contact who has returned to work for an organisation
Eve Whyte avatar
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

Colour Coding

Take action based on the colour coding on your ToDo list
Eve Whyte avatar
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
Eve Whyte avatar
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

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

Activity Symbols

Exsalerate activity symbols and what they mean
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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

Add, access, and download documents, files, and images within 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
Eve Whyte avatar
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

Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Exsalerate Activity Symbols & Colour Coding

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

Password Re-set

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

Google Calendar Integration

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

Trouble Shooting - Common Questions

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

Add Opportunity

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

Delete Company (Archive)

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

Merging Two Companies

Merge duplicate client records to retain correspondance history
George Hampton avatar
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