All Collections
Setup Guide

Setup Guide

Setup your Exsalerate account and customise it for your business.

George Hampton avatar
15 articles in this collection
Written by George Hampton

Outlook Add-in

Save emails to Exsalerate automatically from outlook
George Hampton avatar
Written by George Hampton
Updated over a week ago

Add New Exsalerate Users

Invite your team to Exsalerate so everyone's working from the same page.
George Hampton avatar
Written by George Hampton
Updated over a week ago

Exsalerate Access Permissions

Give your team access to what you want them to see.
George Hampton avatar
Written by George Hampton
Updated over a week ago

Customise Your Activities

Tailor the type of activities your team will execute based on your sales process.
George Hampton avatar
Written by George Hampton
Updated over a week ago

Sales Pipeline

Setup the stages of your sales process so your team WIN more business!
George Hampton avatar
Written by George Hampton
Updated over a week ago

KPI Setup

Set-up Activity based KPIs & targets to engage & motivate your team
George Hampton avatar
Written by George Hampton
Updated over a week ago

Customisable Lists

Customise the dropdown lists in Exsalerate
George Hampton avatar
Written by George Hampton
Updated over a week ago
Organisation Settings

Organisation Settings

Important company settings.
George Hampton avatar
Written by George Hampton
Updated over a week ago

Delete Users

Deactivate a users access and transfer their accounts and to-do's
George Hampton avatar
Written by George Hampton
Updated over a week ago

Sales Codes

Track different revenue streams
George Hampton avatar
Written by George Hampton
Updated over a week ago
Integrations

Connect Xero

Connect Xero To Reveal More About Your Customers
George Hampton avatar
Written by George Hampton
Updated over a week ago

Connect WorkflowMax

Add new customers to WorkflowMax with a click & create new jobs from Exsalerate with direct links to all jobs, quotes & notes.
George Hampton avatar
Written by George Hampton
Updated over a week ago

Connect MailChimp

Fine tune your database to send targeted campaigns through our MailChimp integration.
George Hampton avatar
Written by George Hampton
Updated over a week ago

Calendar Integration

Sending meeting requests from Exsalerate
George Hampton avatar
Written by George Hampton
Updated over a week ago
Data Upload

Webforms

Design your contact us form so leads automatically flow into your Exsalerate account
George Hampton avatar
Written by George Hampton
Updated over a week ago