General

Multiple articles to help you use SalesSeek

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11 articles in this collection
Written by Support

Checklists

Discover how Checklists can simplify and foolproof your business workflows.
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Written by Support
Updated over a week ago

Two-Factor Authentication (2FA)

You can now secure your account even more with 2FA Two-Factor Authentication, find out how.
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Written by Support
Updated over a week ago

Missing Activity Notes

If you are missing Activity Notes in the Activity Feed or can't seem to find Activities for records this article will help.
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Written by Support
Updated over a week ago

Calendar Sync

How to import activity feed into a calendar of choice
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Written by Support
Updated over a week ago

SalesSeek Performance

Are you having issues with the speed of your SalesSeek? This article will help if SalesSeek is running slow.
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Written by Support
Updated over a week ago

Admin Users

What are admin users and how do you add one?
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Written by Support
Updated over a week ago

Record Permissions

Restrict team members access to certain records in SalesSeek
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Written by Support
Updated over a week ago

Remove a SalesSeek user

How can a SalesSeek user account be removed? What happens to their assigned deals?
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Written by Support
Updated over a week ago

GDPR Opt-In Consent Automation

Get opt-in consent from your Mailing List subscribers and remain GDPR compliant.
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Written by Support
Updated over a week ago

Why Can't I Open Menu Options

Struggling to select, App Settings, Web, Help or Social, you'll need to adjust your web browser aspect ration.
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Written by Support
Updated over a week ago

Emojis to organize your data in SalesSeek

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Written by Support
Updated over a week ago