Setup Guide
Setup your Exsalerate account and customise it for your business.
Key Performance Indicators
KPI Role Mapping
Delete Demo Data
Activity Set-up
Subscription Purchase
Sales Pipeline Phase Length
KPI to Activity Set Up
Set time zone
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
KPI Activity Targets