Salesflare
Set up Salesflare and get the most out of it every day.
Using Salesflare
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 Salesflare
The 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 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?
Need a hand?
Just reach out to our support team on the chat, here or inside Salesflare.