Setup Guide

Setup your Exsalerate account and customise it for your business.

22 articles in this collection
Written by George Hampton and Eve Whyte

Search Everything

Search your entire Exsalerate database for, companies, contacts, activities, documents etc

Written by Eve Whyte
Updated over a week ago

WorkflowMax Integration

Manage workflow from quote to invoice while tracking time and costs

Written by Eve Whyte
Updated over a week ago

Outlook Email Integration with Exsalerate

Connect Outlook to Exsalerate & never miss following up an opportunity

Written by Eve Whyte
Updated over a week ago

How To Log In To Exsalerate

We show you how to set up your log in & password for Exsalerate

Written by Eve Whyte
Updated over a week ago

Branch Settings

A Branch setting limits visibility of users over certain customers

Written by Eve Whyte
Updated over a week ago

Outlook 365 For Business Add-in

Save emails to Exsalerate automatically from outlook

Written by Eve Whyte
Updated over a week ago

G-Mail Integration with Exsalerate

Send emails directly from your G-Mail account with follow up activities.

Written by Eve Whyte
Updated over a week ago

Add New Exsalerate Users

Invite your team to Exsalerate so everyone's working from the same page.

Written by George Hampton
Updated over a week ago

Exsalerate Access Permissions

Give your team access to what you want them to see.

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.

Written by George Hampton
Updated over a week ago

Sales Pipeline

Setup the stages of your sales process so your team WIN more business!

Written by George Hampton
Updated over a week ago

KPI Setup

Set-up Activity based KPIs & targets to engage & motivate your team

Written by George Hampton
Updated over a week ago

Customisable Lists

Customise the dropdown lists in Exsalerate

Written by George Hampton
Updated over a week ago

WorkflowMax & Exsalerate

An overview of how data is shared/updated via the integration

Written by George Hampton
Updated over a week ago

Organisation Settings

Organisation Settings

Important company settings.

Written by George Hampton
Updated over a week ago

Delete Users

Deactivate a users access and transfer their accounts and to-do's

Written by George Hampton
Updated over a week ago

Sales Codes

Track different revenue streams

Written by George Hampton
Updated over a week ago

Integrations

Connect Xero

Connect Xero To Reveal More About Your Customers

Written by George Hampton
Updated over a week ago

Connect WorkflowMax

Add new customers to WorkflowMax & create jobs from Exsalerate with direct links to all jobs, quotes & notes.

Written by George Hampton
Updated over a week ago

Connect MailChimp

Fine tune your database to send targeted campaigns through our MailChimp integration.

Written by George Hampton
Updated over a week ago

Calendar Integration

Sending meeting requests from Exsalerate

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

Written by George Hampton
Updated over a week ago