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Setup Guide
Setup Guide
Setup your Exsalerate account and customise it for your business.
27 articles in this collection
Written by
George Hampton
and
Eve Whyte
Delete Demo Data
Remove the demo data from your Exsalerate trial account
Written by
Eve Whyte
Updated over a week ago
Subscription Purchase
We make it easy to upgrade from your free 14 day trial account
Written by
Eve Whyte
Updated over a week ago
Sales Pipeline Phase Length
Set the length of your sales pipeline phases to drive sales velocity
Written by
Eve Whyte
Updated over a week ago
Activity Set-up
Customise the activities your team undertakes to win & retain business
Written by
Eve Whyte
Updated over a week ago
Set time zone
Set the time zone for your Exsalerate account
Written by
Eve Whyte
Updated over a week ago
Search Everything in Exsalerate
Search your Exsalerate database for, companies, contacts, activities & documents
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 & schedule follow-up activities in Exsalerate from your Outlook inbox
Written by
Eve Whyte
Updated over a week ago
G-Mail Integration with Exsalerate
File correspondence, create follow up activities and add new companies/contacts from your Gmail inbox
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
Outlook Calendar Integration
Create meetings in Outlook & record the activity in Exsalerate
Written by
Eve Whyte
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 Exsalerate Activities
Setup the activities your team executes based on your sales process
Written by
George Hampton
Updated over a week ago
Sales Pipeline Setup
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
Organization Settings
These are the primary settings for your Exsalerate account
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 this week
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
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