Salesflare

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?