Salesflare
Set up Salesflare and get the most out of it every day.
Using Salesflare
Salesflare
How can I remove a user from the restricted users portal in Microsoft 365?
I got blocked by Microsoft 365 from sending email, how to remove myself from the block list?
Can I use Salesflare with LinkedIn?
How do I create accounts and contacts in Salesflare directly from LinkedIn?
Can I connect Salesflare to my Apple emails & calendar?
How to connect Salesflare to iCloud / me.com using app-specific passwords
Can I insert a clickable link on an image?
Here's how to insert a clickable link on a workflow image or email signature 🔗
Do you have a template for import available?
Can I import data from excel and other CRM?
How and why does Salesflare suggest accounts?
And how should I make use of the account suggestions?
How can I add the Salesflare tracking script using Google Tag Manager?
How can I create a Google tag and use it to put the Salesflare website tracking script on my site?
Can I find email addresses for contacts in Salesflare?
How does this work?
Can I buy more lead credits?
How does this work?
How does the sales funnel analysis work?
What does the sales funnel mean in my insights dashboard?
How to Customize Salesflare to Fit your Team’s Needs
Large teams vs. Small teams
Can I automate something when someone interacts with my email workflow?
Can I trigger something based on replies, clicks, opens, etc.?
Can I make a copy of my workflows?
How do I duplicate them?
How can I make custom dashboards & reports?
Here's how to customize the Insights, explained step by step.
What features does Salesflare have?
Read up on the functionalities here.
How does Salesflare’s email sync work?
Where do my emails show up?
How does Salesflare enrich accounts and contacts?
Where will I see this data?
What are the notifications for in Salesflare?
How does the notification center work?
Are there contact/account/opportunity limits in Salesflare?
How many can I create or import?
Is there a limit to the number of users I can invite?
How many users can I add to my team?
Need a hand?
Just reach out to our support team on the chat, here or inside Salesflare.