Setup Guide

Setup your Exsalerate account and customise it for your business.

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

WorkflowMax Integration

Manage workflow from quote to invoice while tracking time and costs
Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Outlook Email Integration with Exsalerate

Connect Outlook to Exsalerate & never miss following up an opportunity
Eve Whyte avatar
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
Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Branch Settings

A Branch setting limits visibility of users over certain customers
Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Outlook 365 For Business Add-in

Save emails to Exsalerate automatically from outlook
Eve Whyte avatar
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.
Eve Whyte avatar
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.
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

WorkflowMax & Exsalerate

An overview of how data is shared/updated via the integration
George Hampton avatar
Written by George Hampton
Updated over a week ago