Salesflare

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 Terms

How 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 Salesflare

To correctly migrate your information from Salesforce to Salesflare, follow the steps below

How to migrate your data from HubSpot to Salesflare

To correctly migrate your information from Hubspot to Salesflare, follow the steps below

How to migrate your data from Pipedrive to Salesflare

To 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?