Setup Guide

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

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

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

Webforms

Design your contact us form so leads automatically flow into your Exsalerate account

Written by George Hampton
Updated over a week ago