Getting Started

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

9 articles in this collection
Written by Support

Getting Started with SalesSeek

Written by Support
Updated over a week ago

1. Adding Users to your account

How to get all of your team on SalesSeek

Written by Support
Updated over a week ago

2. Creating Custom Fields

Customise SalesSeek to store the data required for your workflows

Written by Support
Updated over a week ago

3. Configuring Funnel Phases

Customise SalesSeek to suit your sales workflow.

Written by Support
Updated over a week ago

4. Setting Up Revenue Buckets

Written by Support
Updated over a week ago

5. Adding a Lead Source

Written by Support
Updated over a week ago

6. Importing Your Data

Import or Update your data from a spreadsheet file

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 SalesSeek

Written by Support
Updated over a week ago

SalesSeek Demo Video

SalesSeek Demo video covering a wide range of the applications features and use cases.

Written by Support
Updated over a week ago