Setup Guide

Setup your Exsalerate account and customise it for your business.

George Hampton avatar Eve Whyte avatar
24 articles in this collection
Written by George Hampton and Eve Whyte

Phase Days

Set sales phase length to drive velocity of your sales pipeline
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Written by Eve Whyte
Updated over a week ago

Set time zone

Set the time zone for your Exsalerate account
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Written by Eve Whyte
Updated over a week ago

Search Everything in Exsalerate

Search your Exsalerate database for, companies, contacts, activities & documents
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Written by Eve Whyte
Updated over a week ago

WorkflowMax Integration

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

Outlook Email Integration with Exsalerate

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

Branch Settings

A Branch setting limits visibility of users over certain customers
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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
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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
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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.
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Written by George Hampton
Updated over a week ago

Outlook Calendar Integration

Create meetings in Outlook & record the activity in Exsalerate
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Written by Eve Whyte
Updated over a week ago

Exsalerate Access Permissions

Give your team access to what you want them to see.
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Written by George Hampton
Updated over a week ago

Customise Your Exsalerate Activities

Setup the activities your team executes based on your sales process
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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!
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Written by George Hampton
Updated over a week ago

KPI Setup

Set-up Activity based KPIs & targets to engage & motivate your team
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Written by George Hampton
Updated over a week ago

Customisable Lists

Customise the dropdown lists in Exsalerate
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Written by George Hampton
Updated over a week ago

WorkflowMax & Exsalerate

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