Salesflare

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 this week

Can I make a copy of my workflows?

How do I duplicate them?

Written by Taylor Holmes
Updated this week

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