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Getting Started

Getting Started

Intro and step-by-step guide to getting started with SalesSeek

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9 articles in this collection
Written by Rory Hewson

Getting Started with SalesSeek

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Written by Rory Hewson
Updated over a week ago

1. Adding Users to your account

How to get all of your team on SalesSeek
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Written by Rory Hewson
Updated over a week ago

2. Creating Custom Fields

Customise SalesSeek to store the data required for your workflows
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Written by Rory Hewson
Updated over a week ago

3. Configuring Funnel Phases

Customise SalesSeek to suit your sales workflow.
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Written by Rory Hewson
Updated over a week ago

4. Setting Up Revenue Buckets

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Written by Rory Hewson
Updated over a week ago

5. Adding a Lead Source

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Written by Rory Hewson
Updated over a week ago

6. Importing Your Data

Import or Update your data from a spreadsheet file
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Written by Rory Hewson
Updated over a week ago

7. Download Apps and Extensions

Download mobile apps and our Chrome plugin to get the full use of SalesSeek
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Written by Rory Hewson
Updated over a week ago

SalesSeek Demo Video

SalesSeek Demo video covering a wide range of the applications features and use cases.
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Written by Rory Hewson
Updated over a week ago