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Setup Guide
Setup Guide

Setup your Exsalerate account and customise it for your business.

George Hampton avatarEve Whyte avatar
By George and 1 other2 authors31 articles
Sales Pipeline Phase Length
Subscription Purchase
Activity Set-up
Delete Demo Data
KPI Role Mapping
Key Performance Indicators
Set time zone
KPI to Activity Set Up
Search Everything in Exsalerate
WorkflowMax Jobs and Quotes
Outlook Email Integration with Exsalerate
How To Log In To Exsalerate
Branch Settings
Outlook 365 For Business Add-in
G-Mail Integration with Exsalerate
Add New Exsalerate Users
Outlook Calendar Integration
Exsalerate Access Permissions
Customise Your Exsalerate Activities
Sales Pipeline Setup
KPI Setup
Customisable Lists
WorkflowMax & Exsalerate Integration

Organisation Settings


Organization Settings
Delete Users
Sales Codes

Integrations


Connect Xero
Connect WorkflowMax
Connect MailChimp
Xero Quotes

Data Upload


Webforms
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