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Salesflare
120 articles in this collection
Written by
Jeroen Corthout,
Keri Byrne,
and
Taylor Holmes
Can I use Salesflare with LinkedIn?
How do I create accounts and contacts in Salesflare directly from LinkedIn?
Written by
Taylor Holmes
Updated over a week ago
Can I find email addresses for contacts in Salesflare?
How does this work?
Written by
Taylor Holmes
Updated over a week ago
Can I buy more email finder credits?
How does this work?
Written by
Taylor Holmes
Updated over a week ago
How does the sales funnel analysis work?
What does the sales funnel mean in my insights dashboard?
Written by
Taylor Holmes
Updated over a week ago
How to Customize Salesflare to Fit your Team’s Needs
Large teams vs. Small teams
Written by
Taylor Holmes
Updated over a week ago
Can I automate something when someone interacts with my email workflow?
Can I trigger something based on replies, clicks, opens, etc.?
Written by
Taylor Holmes
Updated over a week ago
Can I make a copy of my workflows?
How do I duplicate them?
Written by
Taylor Holmes
Updated over a week ago
How can I make custom dashboards & reports?
Here's how to customize the Insights, explained step by step.
Written by
Taylor Holmes
Updated over a week ago
What features does Salesflare have?
Read up on the functionalities here.
Written by
Taylor Holmes
Updated over a week ago
How does Salesflare’s 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/… 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 isn’t 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% 👌
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
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? 💪
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? 🤔
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? 🤔
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 are calls automatically logged to Salesflare?
How to stop logging calls manually 😎
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? 👥
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? 💾
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? ☝️
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? 🤔
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? 🙋
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? ☝️
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
What are the conditions to refer a friend?
What are the referral program conditions?
Written by
Keri Byrne
Updated over a week ago
Do you have a referral program?
What are the conditions to refer a friend?
Written by
Taylor Holmes
Updated over a week ago