Salesflare

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 this week

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