SalesSeek Help Center
Go to SalesSeek
All Collections
Getting Started

Getting Started

Intro and step-by-step guide to getting started with your system

Support avatar
8 articles in this collection
Written by Support
Welcome

Getting Started with your new CRM

Read this first when getting started with SalesSeek and pdCRM
Support avatar
Written by Support
Updated over a week ago

1. Adding Users to your account

How to get all of your team added to your system
Support avatar
Written by Support
Updated over a week ago

2. Creating Custom Fields

Customise the system to store the data required for your workflows
Support avatar
Written by Support
Updated over a week ago

3. Configuring Funnel Phases

Customise to suit your sales workflow.
Support avatar
Written by Support
Updated over a week ago

4. Setting Up Revenue Buckets

What are revenue buckets and how do I edit them?
Support avatar
Written by Support
Updated over a week ago

5. Adding a Lead Source

How to add a lead source to a contact or prospect.
Support avatar
Written by Support
Updated over a week ago

6. Importing Your Data

Import or Update your data from a spreadsheet file
Support avatar
Written by Support
Updated over a week ago

7. Download Apps and Extensions

Download mobile apps and our Chrome plugin to get the full use of your account
Support avatar
Written by Support
Updated over a week ago
SalesSeek Help Center
  • SalesSeek
  • pdCRM