Salesflare
By Jeroen and 4 others5 authors158 articles
- 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 NeedsLarge 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?
- Can I export my workflow results?How do I get a list of contacts who opened/clicked/replied to/… my workflow?
- Can I change my display name and picture in Salesflare?How do I update my user name and/or picture?
- Can I set user permissions?How can I restrict what's shared in Salesflare?
- What is included in the Pro plan?Which plan is right for my team?
- Can I save filters to use them again?How do I save filters that I use often?
- Can I create contacts from business cards?Does Salesflare have a business card scanner?
- Can I track products in Salesflare?What is the best way to do this?
- Can I push my Salesflare tasks to my Google calendar?How do I set this up?
- What does disabling a user do?Can I delete a user from my account?
- How do I fill in 'Organisation' and 'Role'?What information goes here?
- What are Tags and Custom Fields?When should I use them?
- Why isn’t the support chat working?How do I see the Intercom chat window again?
- How do I stop sub-calendars from syncing?Can I prevent certain meetings from being pulled into Salesflare?
- Can I merge accounts?How do I combine two accounts together?
- What are Bulk Actions?What can I use them for?
- How do I set up the email sidebar?What is it used for?
- How do I set up integrations?What kind of integrations are available?
- Where do I subscribe to Salesflare?How do I subscribe to Salesflare?
- Is there a Salesflare mobile app?How do I install Salesflare on my mobile device?
- How do I set my default calling app?Can I make phone calls from within Salesflare?
- How do I create accounts?What are accounts used for?
- How do I send an email workflow?Can I send out email sequences?
- Do you have a vulnerability disclosure program?Is there anywhere where I can report security issues?
- How do I cancel my subscription?How do I delete my Salesflare account?
- Can I send test emails?How do I send test emails with workflows?
- 11 steps to get set up in SalesflareThe ultimate setup guide to get you started
- What are user groups for?Can I group users on my team?
- What do the insights mean?How are the insights calculated?
- How do I filter my data in Salesflare?How do the advanced filters work?
- Can I see my top lead sources in the insights?How do I enable the top lead source graph?
- How do I hide old opportunities?Can I archive past won/lost opportunities?
- How do I delete everything and start over?How do I delete accounts, contacts and opportunities in bulk?
- How do I add a team member to all accounts?Can I add a teammate to all accounts automatically?
- How do I change my login email address?Can I change my primary email address?
- How do I change my password?I forgot my password, how do I reset it?
- How do I turn on Salesflare notifications?What kind of notifications will I receive?
- What are the regional settings used for?Where can I change my regional settings?
- How do I contact support?What are your support hours?
- Can I change the order of my custom fields?How do I rearrange custom fields?
- How do tasks work?Can I assign tasks to others? Where do tasks appear?
- What are predefined custom fields?How do I enable predefined custom fields?
- Can I snooze tasks in bulk?How do I complete tasks in bulk? Can I bulk delete them?
- Where can I find my invoices?Can I download my invoices as PDFs?
- How do I set sales targets?What are targets used for?
- Can I make different types of custom fields?What kinds of custom fields can I make?
- Will I be charged VAT?How does VAT work?
- How is expected revenue calculated?What does expected revenue mean in my insights dashboard?
- 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% 👌
- Data Processing Agreement (DPA)I need a DPA to assure GDPR compliance. Where can I find and/or sign it?
- What additional permissions do admins & managers have?An overview of the built-in rights of admins and managers
- How do I keep my Salesflare plugin enabled in Microsoft Outlook?How do I re-enable a disabled add-in for Outlook 2010, 2013, 2016, 2019 or the latest 365 version?
- How do I fix my import file?What do the error messages in my 'Fix Import' file mean?
- How do I add MailChimp subscribers to Salesflare?Can I add new MailChimp Subscribers to Salesflare?
- Can I integrate my accounting software with Salesflare?Can I get invoices drafted for me automatically?
- How do I import my data in Salesflare?Can I import accounts and contacts at once?
- Can I integrate my address book with Salesflare?How to use Zapier to sync your address book with Salesflare.
- Can Slack notify me when I win a deal?How can I integrate Slack with Salesflare?
- Can I send bulk emails through Salesflare?How can I send mass emails, do mail merges, or send sequences?
- Does my address book sync with Salesflare?How do I get these contacts into Salesflare?
- Can won opportunities in Salesflare trigger new projects in Trello?How do I integrate Trello with Salesflare?
- How does Salesflare billing work?What will I be charged for?
- How do I add users to my team?
- My emails are not syncing anymore. How can I fix this?Issues with your email connection & how to remedy them.
- Can you tell me about your roadmap?What are your plans? What will you build? 💪
- How do I delete something?I have a contact, account, opportunity, phone call, meeting, ... to delete. Where can I find the delete button? 🤔
- How do accounts, contacts & opportunities relate?What is the difference between accounts, contacts and opportunities?
- What's a "customer" in Salesflare?In "Contacts" there's a tab called "Customers". What does it mean? 🤔
- My export shows data I don't need. What should I do?What to do with unneeded columns in Salesflare exports?
- How do I manually upload files to Accounts?Can I manually upload files?
- Can I use Salesflare for B2C purposes?Can I keep data around contacts?
- Do you have an API?Where to find the API key and docs?
- How are calls automatically logged to Salesflare?How to stop logging calls manually 😎
- How does Salesflare's contact sync work?What does it sync with? When? Where to? What info? 👥
- 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?
- How do you keep my account secure and my data safe?In short, what are the measures you take to guarantee maximum privacy & security?
- How do I export my Salesflare data?Can I get my Salesflare data in Excel or CSV? 💾
- How do I add contacts to an account?When contacts don't show up as suggestions, how to add them? ☝️
- Where do the meetings from the calendar appear?I connected my calendar. Where do I see the meetings? 🤔
- Can I configure multiple pipelines?Can I create more than one pipeline?
- 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?
- How do I reset Outlook and clear the cache?How can I clear the Outlook cache and get the latest Salesflare files?
- Can I do mail merge or email sequences from Salesflare?I'd like to email a list of people. How do I best proceed?
- Do you have any how-to videos?Can you show me all the possibilities of Salesflare? 🙋
- How can I enable the "Recurring revenue" feature?I'm selling subscriptions. How to track them?
- Can I change a contact's email address?The email address is wrong. How can I change it? ☝️
- Can I send emails from Salesflare?Or do I send them from somewhere else?
- What is shared with my team in Salesflare?What can my team members access and see?
- How does the website tracking work?How does it work? How do I install it?
- Can I connect multiple email addresses?How do I connect or disconnect these email addresses?
- Can I merge contacts with multiple email addresses?I have two email addresses of the same person. How do I merge?
- How can I keep notes?Where can I enter them?
- How do I use the link tracking feature?How do I get the email link tracking to work?
- Can my trial period be extended?Can I have a trial extension?
- How do I set up the Intercom integration?How can I integrate Intercom with Salesflare?
- 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?
- How long does the email sync take?How long does it take for my email to sync?
- Email tracking: How does it work?
- Can I create custom fields?I'd like to make extra fields. How do I do this?
- Where is my data stored?Is it located in Europe? Or in the US?
- How can I add a contact to my "Customers" list?When do contacts move to the Customers list?
- Does Salesflare work with influencers?Do you have a referral program?
- How do I add team members to an account?How can I be added to the team of an account?
- How can I connect a calendar?Where can I find this?
- Where can I find API documentation for Salesflare?I need to integrate Salesflare with other applications, where can I find the API documentation for that?
- How do I export and merge my Salesflare data in one place?Can I export all of my data (accounts, import, and opportunities) from Salesflare together?
- How can I download my reports and dashboards?Can I export or print my Insights?
- How do I manage my tags?How can I delete tags or have an overview of what tags I have?
- Partner Program TermsHow can I promote Salesflare?
- How to Use a CRM for Investors & How to Set it Up Right 👌
- Can I save email drafts?How can I save emails while working on them?
- How do I install and set up the Outlook add-in?Here's how to install, find and pin the new plugin for Outlook for Windows (old and new), Outlook for Mac, and Outlook on the web.
- How to migrate your data from Salesforce to SalesflareTo correctly migrate your information from Salesforce to Salesflare, follow the steps below
- How to migrate your data from HubSpot to SalesflareTo correctly migrate your information from Hubspot to Salesflare, follow the steps below
- How to migrate your data from Pipedrive to SalesflareTo correctly migrate your information from Pipedrive to Salesflare, follow the steps below
- Email tracking: how can I disable it?How can I disable the email open and click tracking in my outgoing emails?
- Why isn't Email Tracking Working When I Test it?I'm sending test emails, but it doesn't track it when I open them.
- How can I manually exit or re-enter a contact from/in a workflow?If you are wondering how to manually add or remove a contact from a workflow, this is the article for you.
- Can I create accounts during a contact import?Is this possible?
- How do I change my billing email address?Where can I add a billing email address in my Salesflare account?
- How can I import email signatures?I'd like to sync email signatures to contacts automatically: how?
- How can I explore my team's relationships?How can I see who knows whom at a specific account?
- Can I share email templates with my colleagues?How can we create a common library of email templates?
- How can I use the relationship intelligence?What relationship metrics are there? How can I use them to my advantage?
- How can I make sure that my team members only see their own accounts and/or pipelines?How can I control visibility in Salesflare?
- What is the cost to add a user to my Salesflare account?How much will it add to my Salesflare subscription?
- Why are some contacts greyed out in Salesflare?You might notice that certain contacts appear greyed. This indicates that the contact has been deleted from Salesflare.
- Can I use AI in Salesflare?How can I get more done using AI?
- How can I find the right person at an account?Can I find good leads at the companies in my CRM?
- How to Use Salesflare CRM for HR Companies & Set It Up Right👌This guide walks you through setting up Salesflare to support your HR client operations, so you can deliver consistent value and scale with ease.
- How do I move a contact to “Customers”?In the "Contacts" section of Salesflare, there's a tab called "Customers." So, what does that mean?
- How does Salesflare filter out automated opens & clicks?Salesflare constantly works behind the scenes to make your email tracking more accurate by detecting and removing “fake” opens and clicks caused by spam filters, security scanners, and email provider…
- Should I add my own company to Salesflare?In short, you shouldn’t. Adding your own company as an account could actually create significant issues for your team’s CRM data, privacy, and usability.
- How do I get admin consent in Microsoft 365 to connect Salesflare?Microsoft 365 says “Need admin approval” - what do I do?
- Can I write emails using AI?Does Salesflare have an AI email writing feature?
- Can I use Salesflare in my own language?Is Salesflare usable in multiple languages?
- Can I use Salesflare in dark mode?How do I change the Salesflare theme?
- How can I use Salesflare with ChatGPT or Claude?How do I connect to Salesflare's MCP server?
- How can I turn off my Microsoft 365 Anti-spam outbound spam policy?How can I stop Microsoft 365 from blocking my email workflows?