Group 65
Go to Salesflare
All Collections
Salesflare
Salesflare
111 articles in this collection
Written by
Jeroen Corthout,
Keri Byrne,
and
Taylor Holmes
What features does Salesflare have?
Read up on the functionalities here.
Written by
Taylor Holmes
Updated over a week ago
How does Salesflareโs email sync work?
Where do my emails show up?
Written by
Taylor Holmes
Updated over a week ago
How does Salesflare enrich accounts and contacts?
Where will I see this data?
Written by
Taylor Holmes
Updated over a week ago
What are the notifications for in Salesflare?
How does the notification center work?
Written by
Taylor Holmes
Updated over a week ago
Are there contact/account/opportunity limits in Salesflare?
How many can I create or import?
Written by
Taylor Holmes
Updated over a week ago
Is there a limit to the number of users I can invite?
How many users can I add to my team?
Written by
Taylor Holmes
Updated over a week ago
Can I export my workflow results?
How do I get a list of contacts who opened/clicked/replied to/โฆ my workflow?
Written by
Taylor Holmes
Updated over a week ago
Can I change my display name and picture in Salesflare?
How do I update my user name and/or picture?
Written by
Taylor Holmes
Updated over a week ago
Can I set user permissions?
How can I restrict what's shared in Salesflare?
Written by
Taylor Holmes
Updated over a week ago
What is included in the Pro plan?
Which plan is right for my team?
Written by
Taylor Holmes
Updated over a week ago
Can I save filters to use them again?
How do I save filters that I use often?
Written by
Taylor Holmes
Updated over a week ago
Can I create contacts from business cards?
Does Salesflare have a business card scanner?
Written by
Taylor Holmes
Updated over a week ago
Can I track products in Salesflare?
What is the best way to do this?
Written by
Taylor Holmes
Updated over a week ago
Can I push my Salesflare tasks to my Google calendar?
How do I set this up?
Written by
Taylor Holmes
Updated over a week ago
What does Disabling a user do?
Can I delete a user from my account?
Written by
Taylor Holmes
Updated over a week ago
How do I fill in 'Organisation' and 'Role'?
What information goes here?
Written by
Taylor Holmes
Updated over a week ago
What are Tags and Custom Fields?
When should I use them?
Written by
Taylor Holmes
Updated over a week ago
Why isnโt the support chat working?
How do I see the Intercom chat window again?
Written by
Taylor Holmes
Updated over a week ago
How do I stop sub-calendars from syncing?
Can I prevent certain meetings from being pulled into Salesflare?
Written by
Taylor Holmes
Updated over a week ago
Can I merge accounts?
How do I combine two accounts together?
Written by
Taylor Holmes
Updated over a week ago
What are Bulk Actions?
What can I use them for?
Written by
Taylor Holmes
Updated over a week ago
How do I set up the email sidebar?
What is it used for?
Written by
Taylor Holmes
Updated over a week ago
How do I set up Integrations?
What kind of integrations are available?
Written by
Taylor Holmes
Updated over a week ago
Where do I subscribe to Salesflare?
How do I subscribe to Salesflare?
Written by
Taylor Holmes
Updated over a week ago
Is there a Salesflare mobile app?
How do I install Salesflare on my mobile device?
Written by
Taylor Holmes
Updated over a week ago
How do I set my default calling app?
Can I make phone calls from within Salesflare?
Written by
Taylor Holmes
Updated over a week ago
How do I create accounts?
What are accounts used for?
Written by
Taylor Holmes
Updated over a week ago
Can I send out email sequences?
How do I set up an email workflow?
Written by
Keri Byrne
Updated over a week ago
Do you have a vulnerability disclosure program?
Is there anywhere where I can report security issues?
Written by
Jeroen Corthout
Updated over a week ago
How do I cancel my subscription?
How do I delete my Salesflare account?
Written by
Keri Byrne
Updated over a week ago
Can I send test emails?
How do I send test emails with workflows?
Written by
Keri Byrne
Updated over a week ago
11 steps to get set up in Salesflare
The ultimate setup guide to get you started
Written by
Keri Byrne
Updated over a week ago
What are user groups for?
Can I group users on my team?
Written by
Keri Byrne
Updated over a week ago
What do the insights mean?
How are the insights calculated?
Written by
Keri Byrne
Updated over a week ago
How do I filter my data in Salesflare?
How do the advanced filters work?
Written by
Keri Byrne
Updated over a week ago
Can I see my top lead sources in the insights?
How do I enable the top lead source graph?
Written by
Keri Byrne
Updated over a week ago
How do I hide old opportunities?
Can I archive past won/lost opportunities?
Written by
Keri Byrne
Updated over a week ago
How do I delete everything and start over?
How do I delete accounts, contacts and opportunities in bulk?
Written by
Keri Byrne
Updated over a week ago
How do I add a team member to all accounts?
Can I add a teammate to all accounts automatically?
Written by
Keri Byrne
Updated over a week ago
How do I change my login email address?
Can I change my primary email address?
Written by
Keri Byrne
Updated over a week ago
How do I change my password?
I forgot my password, how do I reset it?
Written by
Keri Byrne
Updated over a week ago
How do I turn on Salesflare notifications?
What kind of notifications will I receive?
Written by
Keri Byrne
Updated over a week ago
What are the regional settings used for?
Where can I change my regional settings?
Written by
Keri Byrne
Updated over a week ago
How do I contact support?
What are your support hours?
Written by
Keri Byrne
Updated over a week ago
Can I change the order of my custom fields?
How do I rearrange custom fields?
Written by
Keri Byrne
Updated over a week ago
How do tasks work?
Can I assign tasks to others? Where do tasks appear?
Written by
Keri Byrne
Updated over a week ago
What are predefined custom fields?
How do I enable predefined custom fields?
Written by
Keri Byrne
Updated over a week ago
Can I snooze tasks in bulk?
How do I complete tasks in bulk? Can I bulk delete them?
Written by
Keri Byrne
Updated over a week ago
Where can I find my invoices?
Can I download my invoices as PDFs?
Written by
Keri Byrne
Updated over a week ago
How do I set sales targets?
What are targets used for?
Written by
Keri Byrne
Updated over a week ago
Can I make different types of custom fields?
What kinds of custom fields can I make?
Written by
Keri Byrne
Updated over a week ago
Will I be charged VAT?
How does VAT work?
Written by
Keri Byrne
Updated over a week ago
How is expected revenue calculated?
What does expected revenue mean in my insights dashboard?
Written by
Keri Byrne
Updated over a week ago
My own email opens/link clicks are counted when opening mails on my phone or in my email program: how do I solve it?
How to prevent your own email opens from being tracked 100% ๐
Written by
Jeroen Corthout
Updated over a week ago
Data Processing Agreement (DPA)
I need a DPA to assure GDPR compliance. Where can I find and/or sign it?
Written by
Jeroen Corthout
Updated over a week ago
What additional permissions do admins & managers have?
An overview of the built-in rights of admins and managers
Written by
Keri Byrne
Updated over a week ago
How do I keep my Salesflare plugin enabled in Microsoft Outlook?
How do I re-enable a disabled add-in for Outlook 2010, 2013 or 2016?
Written by
Keri Byrne
Updated over a week ago
How do I fix my import file?
What do the error messages in my 'Fix Import' file mean?
Written by
Keri Byrne
Updated over a week ago
How do I add MailChimp subscribers to Salesflare?
Can I add new MailChimp Subscribers to Salesflare?
Written by
Keri Byrne
Updated over a week ago
Can I integrate my accounting software with Salesflare?
Can I get invoices drafted for me automatically?
Written by
Keri Byrne
Updated over a week ago
How do I import my data in Salesflare?
Can I import accounts and contacts at once?
Written by
Keri Byrne
Updated over a week ago
Can I integrate my address book with Salesflare?
How to use Zapier to sync your address book with Salesflare.
Written by
Keri Byrne
Updated over a week ago
Can Slack notify me when I win a deal?
How can I integrate Slack with Salesflare?
Written by
Keri Byrne
Updated over a week ago
Can I send bulk emails through Salesflare?
How can I send mass emails, do mail merges, or send sequences?
Written by
Keri Byrne
Updated over a week ago
Does my address book sync with Salesflare?
How do I get these contacts into Salesflare?
Written by
Keri Byrne
Updated over a week ago
How do I sync my address book with Salesflare?
Can I use PieSync to sync my address book and Salesflare both ways?
Written by
Keri Byrne
Updated over a week ago
Can won opportunities in Salesflare trigger new projects in Trello?
How do I integrate Trello with Salesflare?
Written by
Keri Byrne
Updated over a week ago
How does Salesflare billing work?
What will I be charged for?
Written by
Keri Byrne
Updated over a week ago
How do I add users to my team?
Written by
Jeroen Corthout
Updated over a week ago
My emails are not syncing anymore. How can I fix this?
Issues with your email connection & how to remedy them.
Written by
Jeroen Corthout
Updated over a week ago
Can you tell me about your roadmap?
What are your plans? What will you build? ๐ช
Written by
Jeroen Corthout
Updated over a week ago
How do I delete something?
I have a contact, account, opportunity, phone call, meeting, ... to delete. Where can I find the delete button? ๐ค
Written by
Jeroen Corthout
Updated over a week ago
How do accounts, contacts & opportunities relate?
What is the difference between accounts, contacts and opportunities?
Written by
Jeroen Corthout
Updated over a week ago
What's a "customer" in Salesflare?
In "Contacts" there's a tab called "Customers". What does it mean? ๐ค
Written by
Jeroen Corthout
Updated over a week ago
My export shows data I don't need. What should I do?
What to do with unneeded columns in Salesflare exports?
Written by
Jeroen Corthout
Updated over a week ago
How do I manually upload files to Accounts?
Can I manually upload files?
Written by
Jeroen Corthout
Updated over a week ago
Can I use Salesflare for B2C purposes?
Can I keep data around contacts?
Written by
Jeroen Corthout
Updated over a week ago
Do you have an API?
Where to find the API key and docs?
Written by
Jeroen Corthout
Updated over a week ago
How does Salesflare's contact sync work?
What does it sync with? When? Where to? What info? ๐ฅ
Written by
Jeroen Corthout
Updated over a week ago
How are calls automatically logged to Salesflare?
How to stop logging calls manually ๐
Written by
Jeroen Corthout
Updated over a week ago
How can I change the default calling app on a Mac?
How can I change the default app to handle the tel: handler from Facetime to something else?
Written by
Jeroen Corthout
Updated over a week ago
How do you keep my account secure and my data safe?
In short, what are the measures you take to guarantee maximum privacy & security?
Written by
Jeroen Corthout
Updated over a week ago
How do I export my Salesflare data?
Can I get my Salesflare data in Excel or CSV? ๐พ
Written by
Jeroen Corthout
Updated over a week ago
How do I add contacts to an account?
When contacts don't show up as suggestions, how to add them? โ๏ธ
Written by
Jeroen Corthout
Updated over a week ago
Where do the meetings from the calendar appear?
I connected my calendar. Where do I see the meetings? ๐ค
Written by
Jeroen Corthout
Updated over a week ago
Can I configure multiple pipelines?
Can I create more than one pipeline?
Written by
Jeroen Corthout
Updated over a week ago
How do I know if my Outlook program is 32 or 64 bit?
How can I check whether my Outlook is 32 or 64 bit?
Written by
Jeroen Corthout
Updated over a week ago
How do I reset Outlook and clear the cache?
How can I clear the Outlook cache and get the latest Salesflare files?
Written by
Jeroen Corthout
Updated over a week ago
Can I do mail merge or email sequences from Salesflare?
I'd like to email a list of people. How do I best proceed?
Written by
Jeroen Corthout
Updated over a week ago
Do you have any how-to videos?
Can you show me all the possibilities of Salesflare? ๐
Written by
Jeroen Corthout
Updated over a week ago
How can I enable the "Recurring revenue" feature?
I'm selling subscriptions. How to track them?
Written by
Jeroen Corthout
Updated over a week ago
Can I change a contact's email address?
The email address is wrong. How can I change it? โ๏ธ
Written by
Jeroen Corthout
Updated over a week ago
Can I send emails from Salesflare?
Or do I send them from somewhere else?
Written by
Jeroen Corthout
Updated over a week ago
What is shared with my team in Salesflare?
What can my team members access and see?
Written by
Jeroen Corthout
Updated over a week ago
How does the website tracking work?
How does it work? How do I install it?
Written by
Jeroen Corthout
Updated over a week ago
Can I connect multiple email addresses?
How do I connect or disconnect these email addresses?
Written by
Jeroen Corthout
Updated over a week ago
Can I merge contacts with multiple email addresses?
I have two email addresses of the same person. How do I merge?
Written by
Jeroen Corthout
Updated over a week ago
How can I keep notes?
Where can I enter them?
Written by
Jeroen Corthout
Updated over a week ago
Is Salesflare available in multiple language options?
Is it available in Portuguese, Spanish, French, Italian, German, ...?
Written by
Jeroen Corthout
Updated over a week ago
How do I use the link tracking feature?
How do I get the email link tracking to work?
Written by
Jeroen Corthout
Updated over a week ago
Can my trial period be extended?
Can I have a trial extension?
Written by
Jeroen Corthout
Updated over a week ago
How do I set up the Intercom integration?
How can I integrate Intercom with Salesflare?
Written by
Jeroen Corthout
Updated over a week ago
Why am I asked to fill out a close date? What does it mean?
Why am I asked to fill out a close date for opportunities in this stage?
Written by
Jeroen Corthout
Updated over a week ago
How long does the email sync take?
How long does it take for my email to sync?
Written by
Jeroen Corthout
Updated over a week ago
Email tracking: How does it work?
Written by
Jeroen Corthout
Updated over a week ago
Can I create custom fields?
I'd like to make extra fields. How do I do this?
Written by
Jeroen Corthout
Updated over a week ago
Where is my data stored?
Is it located in Europe? Or in the US?
Written by
Jeroen Corthout
Updated over a week ago
How can I add a contact to my "Customers" list?
When do contacts move to the Customers list?
Written by
Jeroen Corthout
Updated over a week ago
Does Salesflare work with influencers?
Do you have a referral program?
Written by
Jeroen Corthout
Updated over a week ago
How do I add team members to an account?
How can I be added to the team of an account?
Written by
Jeroen Corthout
Updated over a week ago
How can I connect a calendar?
Where can I find this?
Written by
Jeroen Corthout
Updated over a week ago