Setup Guide

Phase Days

Set sales phase length to drive velocity of your sales pipeline

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 over a week ago

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