# How to | Salesflare

> Help center for Salesflare

## Salesflare

- [Can I use Salesflare with LinkedIn?](https://howto.salesflare.com/en/articles/5951448-can-i-use-salesflare-with-linkedin.md): How do I create accounts and contacts in Salesflare directly from LinkedIn?
- [Can I connect Salesflare to my Apple emails & calendar?](https://howto.salesflare.com/en/articles/6992325-can-i-connect-salesflare-to-my-apple-emails-calendar.md): How to connect Salesflare to iCloud / me.com using app-specific passwords
- [Can I insert a clickable link on an image?](https://howto.salesflare.com/en/articles/6992342-can-i-insert-a-clickable-link-on-an-image.md): Here's how to insert a clickable link on a workflow image or email signature 🔗
- [Do you have a template for import available?](https://howto.salesflare.com/en/articles/7002951-do-you-have-a-template-for-import-available.md): Can I import data from excel and other CRM?
- [How and why does Salesflare suggest accounts?](https://howto.salesflare.com/en/articles/7048067-how-and-why-does-salesflare-suggest-accounts.md): And how should I make use of the account suggestions?
- [How can I add the Salesflare tracking script using Google Tag Manager?](https://howto.salesflare.com/en/articles/7257387-how-can-i-add-the-salesflare-tracking-script-using-google-tag-manager.md): How can I create a Google tag and use it to put the Salesflare website tracking script on my site?
- [How can I remove a user from the restricted users portal in Microsoft 365?](https://howto.salesflare.com/en/articles/7436075-how-can-i-remove-a-user-from-the-restricted-users-portal-in-microsoft-365.md): I got blocked by Microsoft 365 from sending email, how to remove myself from the block list?
- [Can I find email addresses for contacts in Salesflare?](https://howto.salesflare.com/en/articles/5797397-can-i-find-email-addresses-for-contacts-in-salesflare.md): How does this work?
- [Can I buy more lead credits?](https://howto.salesflare.com/en/articles/6104352-can-i-buy-more-lead-credits.md): How does this work?
- [How does the sales funnel analysis work?](https://howto.salesflare.com/en/articles/5782648-how-does-the-sales-funnel-analysis-work.md): What does the sales funnel mean in my insights dashboard?
- [How to Customize Salesflare to Fit your Team’s Needs](https://howto.salesflare.com/en/articles/5646622-how-to-customize-salesflare-to-fit-your-team-s-needs.md): Large teams vs. Small teams
- [Can I automate something when someone interacts with my email workflow?](https://howto.salesflare.com/en/articles/5592125-can-i-automate-something-when-someone-interacts-with-my-email-workflow.md): Can I trigger something based on replies, clicks, opens, etc.?
- [Can I make a copy of my workflows?](https://howto.salesflare.com/en/articles/5592119-can-i-make-a-copy-of-my-workflows.md): How do I duplicate them?
- [How can I make custom dashboards & reports?](https://howto.salesflare.com/en/articles/5511505-how-can-i-make-custom-dashboards-reports.md): Here's how to customize the Insights, explained step by step.
- [What features does Salesflare have?](https://howto.salesflare.com/en/articles/4818234-what-features-does-salesflare-have.md): Read up on the functionalities here.
- [How does Salesflare’s email sync work?](https://howto.salesflare.com/en/articles/4818228-how-does-salesflare-s-email-sync-work.md): Where do my emails show up?
- [How does Salesflare enrich accounts and contacts?](https://howto.salesflare.com/en/articles/4815162-how-does-salesflare-enrich-accounts-and-contacts.md): Where will I see this data?
- [What are the notifications for in Salesflare?](https://howto.salesflare.com/en/articles/4811614-what-are-the-notifications-for-in-salesflare.md): How does the notification center work?
- [Are there contact/account/opportunity limits in Salesflare?](https://howto.salesflare.com/en/articles/4811560-are-there-contact-account-opportunity-limits-in-salesflare.md): How many can I create or import?
- [Is there a limit to the number of users I can invite?](https://howto.salesflare.com/en/articles/4811555-is-there-a-limit-to-the-number-of-users-i-can-invite.md): How many users can I add to my team?
- [Can I export my workflow results?](https://howto.salesflare.com/en/articles/4757103-can-i-export-my-workflow-results.md): 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?](https://howto.salesflare.com/en/articles/4757012-can-i-change-my-display-name-and-picture-in-salesflare.md): How do I update my user name and/or picture?
- [Can I set user permissions?](https://howto.salesflare.com/en/articles/4664889-can-i-set-user-permissions.md): How can I restrict what's shared in Salesflare?
- [What is included in the Pro plan?](https://howto.salesflare.com/en/articles/4665458-what-is-included-in-the-pro-plan.md): Which plan is right for my team?
- [Can I save filters to use them again?](https://howto.salesflare.com/en/articles/4508489-can-i-save-filters-to-use-them-again.md): How do I save filters that I use often?
- [Can I create contacts from business cards?](https://howto.salesflare.com/en/articles/4508440-can-i-create-contacts-from-business-cards.md): Does Salesflare have a business card scanner?
- [Can I track products in Salesflare?](https://howto.salesflare.com/en/articles/4406158-can-i-track-products-in-salesflare.md): What is the best way to do this?
- [Can I push my Salesflare tasks to my Google calendar?](https://howto.salesflare.com/en/articles/4406041-can-i-push-my-salesflare-tasks-to-my-google-calendar.md): How do I set this up?
- [What does disabling a user do?](https://howto.salesflare.com/en/articles/4322724-what-does-disabling-a-user-do.md): Can I delete a user from my account?
- [How do I fill in 'Organisation' and 'Role'?](https://howto.salesflare.com/en/articles/4466176-how-do-i-fill-in-organisation-and-role.md): What information goes here?
- [What are Tags and Custom Fields?](https://howto.salesflare.com/en/articles/4322699-what-are-tags-and-custom-fields.md): When should I use them?
- [Why isn’t the support chat working?](https://howto.salesflare.com/en/articles/4262977-why-isn-t-the-support-chat-working.md): How do I see the Intercom chat window again?
- [How do I stop sub-calendars from syncing?](https://howto.salesflare.com/en/articles/4211192-how-do-i-stop-sub-calendars-from-syncing.md): Can I prevent certain meetings from being pulled into Salesflare?
- [Can I merge accounts?](https://howto.salesflare.com/en/articles/4152891-can-i-merge-accounts.md): How do I combine two accounts together?
- [What are Bulk Actions?](https://howto.salesflare.com/en/articles/4100649-what-are-bulk-actions.md): What can I use them for?
- [How do I set up the email sidebar?](https://howto.salesflare.com/en/articles/4006774-how-do-i-set-up-the-email-sidebar.md): What is it used for?
- [How do I set up integrations?](https://howto.salesflare.com/en/articles/3994259-how-do-i-set-up-integrations.md): What kind of integrations are available?
- [Where do I subscribe to Salesflare?](https://howto.salesflare.com/en/articles/3928804-where-do-i-subscribe-to-salesflare.md): How do I subscribe to Salesflare?
- [Is there a Salesflare mobile app?](https://howto.salesflare.com/en/articles/3928799-is-there-a-salesflare-mobile-app.md): How do I install Salesflare on my mobile device?
- [How do I set my default calling app?](https://howto.salesflare.com/en/articles/4301863-how-do-i-set-my-default-calling-app.md): Can I make phone calls from within Salesflare?
- [How do I create accounts?](https://howto.salesflare.com/en/articles/3928786-how-do-i-create-accounts.md): What are accounts used for?
- [How do I send an email workflow?](https://howto.salesflare.com/en/articles/3749723-how-do-i-send-an-email-workflow.md): Can I send out email sequences?
- [Do you have a vulnerability disclosure program?](https://howto.salesflare.com/en/articles/3584117-do-you-have-a-vulnerability-disclosure-program.md): Is there anywhere where I can report security issues?
- [How do I cancel my subscription?](https://howto.salesflare.com/en/articles/3442425-how-do-i-cancel-my-subscription.md): How do I delete my Salesflare account?
- [Can I send test emails?](https://howto.salesflare.com/en/articles/3154146-can-i-send-test-emails.md): How do I send test emails with workflows?
- [11 steps to get set up in Salesflare](https://howto.salesflare.com/en/articles/2868952-11-steps-to-get-set-up-in-salesflare.md): The ultimate setup guide to get you started
- [What are user groups for?](https://howto.salesflare.com/en/articles/2470975-what-are-user-groups-for.md): Can I group users on my team?
- [What do the insights mean?](https://howto.salesflare.com/en/articles/2446281-what-do-the-insights-mean.md): How are the insights calculated?
- [How do I filter my data in Salesflare?](https://howto.salesflare.com/en/articles/1969688-how-do-i-filter-my-data-in-salesflare.md): How do the advanced filters work?
- [Can I see my top lead sources in the insights?](https://howto.salesflare.com/en/articles/2443885-can-i-see-my-top-lead-sources-in-the-insights.md): How do I enable the top lead source graph?
- [How do I hide old opportunities?](https://howto.salesflare.com/en/articles/2353405-how-do-i-hide-old-opportunities.md): Can I archive past won/lost opportunities?
- [How do I delete everything and start over?](https://howto.salesflare.com/en/articles/2444032-how-do-i-delete-everything-and-start-over.md): How do I delete accounts, contacts and opportunities in bulk?
- [How do I add a team member to all accounts?](https://howto.salesflare.com/en/articles/2440766-how-do-i-add-a-team-member-to-all-accounts.md): Can I add a teammate to all accounts automatically?
- [How do I change my login email address?](https://howto.salesflare.com/en/articles/2422808-how-do-i-change-my-login-email-address.md): Can I change my primary email address?
- [How do I change my password?](https://howto.salesflare.com/en/articles/2434220-how-do-i-change-my-password.md): I forgot my password, how do I reset it?
- [How do I turn on Salesflare notifications?](https://howto.salesflare.com/en/articles/2437184-how-do-i-turn-on-salesflare-notifications.md): What kind of notifications will I receive?
- [What are the regional settings used for?](https://howto.salesflare.com/en/articles/2429528-what-are-the-regional-settings-used-for.md): Where can I change my regional settings?
- [How do I contact support?](https://howto.salesflare.com/en/articles/2428962-how-do-i-contact-support.md): What are your support hours?
- [Can I change the order of my custom fields?](https://howto.salesflare.com/en/articles/2349794-can-i-change-the-order-of-my-custom-fields.md): How do I rearrange custom fields?
- [How do tasks work?](https://howto.salesflare.com/en/articles/2352878-how-do-tasks-work.md): Can I assign tasks to others? Where do tasks appear?
- [What are predefined custom fields?](https://howto.salesflare.com/en/articles/2346157-what-are-predefined-custom-fields.md): How do I enable predefined custom fields?
- [Can I snooze tasks in bulk?](https://howto.salesflare.com/en/articles/2352424-can-i-snooze-tasks-in-bulk.md): How do I complete tasks in bulk? Can I bulk delete them?
- [Where can I find my invoices?](https://howto.salesflare.com/en/articles/2317908-where-can-i-find-my-invoices.md): Can I download my invoices as PDFs?
- [How do I set sales targets?](https://howto.salesflare.com/en/articles/2317518-how-do-i-set-sales-targets.md): What are targets used for?
- [Can I make different types of custom fields?](https://howto.salesflare.com/en/articles/2321233-can-i-make-different-types-of-custom-fields.md): What kinds of custom fields can I make?
- [Will I be charged VAT?](https://howto.salesflare.com/en/articles/2317719-will-i-be-charged-vat.md): How does VAT work?
- [How is expected revenue calculated?](https://howto.salesflare.com/en/articles/2317345-how-is-expected-revenue-calculated.md): 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?](https://howto.salesflare.com/en/articles/2224173-my-own-email-opens-link-clicks-are-counted-when-opening-mails-on-my-phone-or-in-my-email-program-how-do-i-solve-it.md): How to prevent your own email opens from being tracked 100% 👌
- [Data Processing Agreement \(DPA\)](https://howto.salesflare.com/en/articles/1937959-data-processing-agreement-dpa.md): I need a DPA to assure GDPR compliance. Where can I find and/or sign it?
- [What additional permissions do admins & managers have?](https://howto.salesflare.com/en/articles/1918653-what-additional-permissions-do-admins-managers-have.md): An overview of the built-in rights of admins and managers
- [How do I keep my Salesflare plugin enabled in Microsoft Outlook?](https://howto.salesflare.com/en/articles/1690218-how-do-i-keep-my-salesflare-plugin-enabled-in-microsoft-outlook.md): 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?](https://howto.salesflare.com/en/articles/1602441-how-do-i-fix-my-import-file.md): What do the error messages in my 'Fix Import' file mean?
- [How do I add MailChimp subscribers to Salesflare?](https://howto.salesflare.com/en/articles/1248026-how-do-i-add-mailchimp-subscribers-to-salesflare.md): Can I add new MailChimp Subscribers to Salesflare?
- [Can I integrate my accounting software with Salesflare?](https://howto.salesflare.com/en/articles/1233751-can-i-integrate-my-accounting-software-with-salesflare.md): Can I get invoices drafted for me automatically?
- [How do I import my data in Salesflare?](https://howto.salesflare.com/en/articles/1245725-how-do-i-import-my-data-in-salesflare.md): Can I import accounts and contacts at once?
- [Can I integrate my address book with Salesflare?](https://howto.salesflare.com/en/articles/1242837-can-i-integrate-my-address-book-with-salesflare.md): How to use Zapier to sync your address book with Salesflare.
- [Can Slack notify me when I win a deal?](https://howto.salesflare.com/en/articles/1237389-can-slack-notify-me-when-i-win-a-deal.md): How can I integrate Slack with Salesflare?
- [Can I send bulk emails through Salesflare?](https://howto.salesflare.com/en/articles/1241949-can-i-send-bulk-emails-through-salesflare.md): How can I send mass emails, do mail merges, or send sequences?
- [Does my address book sync with Salesflare?](https://howto.salesflare.com/en/articles/1242712-does-my-address-book-sync-with-salesflare.md): How do I get these contacts into Salesflare?
- [Can won opportunities in Salesflare trigger new projects in Trello?](https://howto.salesflare.com/en/articles/1228452-can-won-opportunities-in-salesflare-trigger-new-projects-in-trello.md): How do I integrate Trello with Salesflare?
- [How does Salesflare billing work?](https://howto.salesflare.com/en/articles/1216231-how-does-salesflare-billing-work.md): What will I be charged for?
- [How do I add users to my team?](https://howto.salesflare.com/en/articles/952169-how-do-i-add-users-to-my-team.md)
- [My emails are not syncing anymore. How can I fix this?](https://howto.salesflare.com/en/articles/1020082-my-emails-are-not-syncing-anymore-how-can-i-fix-this.md): Issues with your email connection & how to remedy them.
- [Can you tell me about your roadmap?](https://howto.salesflare.com/en/articles/868427-can-you-tell-me-about-your-roadmap.md): What are your plans? What will you build? 💪
- [How do I delete something?](https://howto.salesflare.com/en/articles/625219-how-do-i-delete-something.md): I have a contact, account, opportunity, phone call, meeting, ... to delete. Where can I find the delete button? 🤔
- [How do accounts, contacts & opportunities relate?](https://howto.salesflare.com/en/articles/1017415-how-do-accounts-contacts-opportunities-relate.md): What is the difference between accounts, contacts and opportunities?
- [What's a "customer" in Salesflare?](https://howto.salesflare.com/en/articles/633826-what-s-a-customer-in-salesflare.md): In "Contacts" there's a tab called "Customers". What does it mean? 🤔
- [My export shows data I don't need. What should I do?](https://howto.salesflare.com/en/articles/1017393-my-export-shows-data-i-don-t-need-what-should-i-do.md): What to do with unneeded columns in Salesflare exports?
- [How do I manually upload files to Accounts?](https://howto.salesflare.com/en/articles/1017348-how-do-i-manually-upload-files-to-accounts.md): Can I manually upload files?
- [Can I use Salesflare for B2C purposes?](https://howto.salesflare.com/en/articles/1017454-can-i-use-salesflare-for-b2c-purposes.md): Can I keep data around contacts?
- [Do you have an API?](https://howto.salesflare.com/en/articles/1017460-do-you-have-an-api.md): Where to find the API key and docs?
- [How are calls automatically logged to Salesflare?](https://howto.salesflare.com/en/articles/625058-how-are-calls-automatically-logged-to-salesflare.md): How to stop logging calls manually 😎
- [How does Salesflare's contact sync work?](https://howto.salesflare.com/en/articles/633824-how-does-salesflare-s-contact-sync-work.md): What does it sync with? When? Where to? What info? 👥
- [How can I change the default calling app on a Mac?](https://howto.salesflare.com/en/articles/1016951-how-can-i-change-the-default-calling-app-on-a-mac.md): 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?](https://howto.salesflare.com/en/articles/1013147-how-do-you-keep-my-account-secure-and-my-data-safe.md): In short, what are the measures you take to guarantee maximum privacy & security?
- [How do I export my Salesflare data?](https://howto.salesflare.com/en/articles/633823-how-do-i-export-my-salesflare-data.md): Can I get my Salesflare data in Excel or CSV? 💾
- [How do I add contacts to an account?](https://howto.salesflare.com/en/articles/624713-how-do-i-add-contacts-to-an-account.md): When contacts don't show up as suggestions, how to add them? ☝️
- [Where do the meetings from the calendar appear?](https://howto.salesflare.com/en/articles/624705-where-do-the-meetings-from-the-calendar-appear.md): I connected my calendar. Where do I see the meetings? 🤔
- [Can I configure multiple pipelines?](https://howto.salesflare.com/en/articles/1013258-can-i-configure-multiple-pipelines.md): Can I create more than one pipeline?
- [How do I know if my Outlook program is 32 or 64 bit?](https://howto.salesflare.com/en/articles/1013253-how-do-i-know-if-my-outlook-program-is-32-or-64-bit.md): How can I check whether my Outlook is 32 or 64 bit?
- [How do I reset Outlook and clear the cache?](https://howto.salesflare.com/en/articles/1013231-how-do-i-reset-outlook-and-clear-the-cache.md): How can I clear the Outlook cache and get the latest Salesflare files?
- [Can I do mail merge or email sequences from Salesflare?](https://howto.salesflare.com/en/articles/624487-can-i-do-mail-merge-or-email-sequences-from-salesflare.md): I'd like to email a list of people. How do I best proceed?
- [Do you have any how-to videos?](https://howto.salesflare.com/en/articles/624474-do-you-have-any-how-to-videos.md): Can you show me all the possibilities of Salesflare? 🙋
- [How can I enable the "Recurring revenue" feature?](https://howto.salesflare.com/en/articles/1013178-how-can-i-enable-the-recurring-revenue-feature.md): I'm selling subscriptions. How to track them?
- [Can I change a contact's email address?](https://howto.salesflare.com/en/articles/624447-can-i-change-a-contact-s-email-address.md): The email address is wrong. How can I change it? ☝️
- [Can I send emails from Salesflare?](https://howto.salesflare.com/en/articles/1007208-can-i-send-emails-from-salesflare.md): Or do I send them from somewhere else?
- [What is shared with my team in Salesflare?](https://howto.salesflare.com/en/articles/1012823-what-is-shared-with-my-team-in-salesflare.md): What can my team members access and see?
- [How does the website tracking work?](https://howto.salesflare.com/en/articles/1007216-how-does-the-website-tracking-work.md): How does it work? How do I install it?
- [Can I connect multiple email addresses?](https://howto.salesflare.com/en/articles/1007170-can-i-connect-multiple-email-addresses.md): How do I connect or disconnect these email addresses?
- [Can I merge contacts with multiple email addresses?](https://howto.salesflare.com/en/articles/1007088-can-i-merge-contacts-with-multiple-email-addresses.md): I have two email addresses of the same person. How do I merge?
- [How can I keep notes?](https://howto.salesflare.com/en/articles/1004325-how-can-i-keep-notes.md): Where can I enter them?
- [How do I use the link tracking feature?](https://howto.salesflare.com/en/articles/977998-how-do-i-use-the-link-tracking-feature.md): How do I get the email link tracking to work?
- [Can my trial period be extended?](https://howto.salesflare.com/en/articles/956597-can-my-trial-period-be-extended.md): Can I have a trial extension?
- [How do I set up the Intercom integration?](https://howto.salesflare.com/en/articles/977785-how-do-i-set-up-the-intercom-integration.md): How can I integrate Intercom with Salesflare?
- [Why am I asked to fill out a close date? What does it mean?](https://howto.salesflare.com/en/articles/952868-why-am-i-asked-to-fill-out-a-close-date-what-does-it-mean.md): Why am I asked to fill out a close date for opportunities in this stage?
- [How long does the email sync take?](https://howto.salesflare.com/en/articles/952847-how-long-does-the-email-sync-take.md): How long does it take for my email to sync?
- [Email tracking: How does it work?](https://howto.salesflare.com/en/articles/955630-email-tracking-how-does-it-work.md)
- [Can I create custom fields?](https://howto.salesflare.com/en/articles/952920-can-i-create-custom-fields.md): I'd like to make extra fields. How do I do this?
- [Where is my data stored?](https://howto.salesflare.com/en/articles/955593-where-is-my-data-stored.md): Is it located in Europe? Or in the US?
- [How can I add a contact to my "Customers" list?](https://howto.salesflare.com/en/articles/955577-how-can-i-add-a-contact-to-my-customers-list.md): When do contacts move to the Customers list?
- [Does Salesflare work with influencers?](https://howto.salesflare.com/en/articles/955310-does-salesflare-work-with-influencers.md): Do you have a referral program?
- [How do I add team members to an account?](https://howto.salesflare.com/en/articles/952611-how-do-i-add-team-members-to-an-account.md): How can I be added to the team of an account?
- [How can I connect a calendar?](https://howto.salesflare.com/en/articles/952673-how-can-i-connect-a-calendar.md): Where can I find this?
- [Where can I find API documentation for Salesflare?](https://howto.salesflare.com/en/articles/8010911-where-can-i-find-api-documentation-for-salesflare.md): 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?](https://howto.salesflare.com/en/articles/8141192-how-do-i-export-and-merge-my-salesflare-data-in-one-place.md): Can I export all of my data \(accounts, import, and opportunities\) from Salesflare together?
- [How can I download my reports and dashboards?](https://howto.salesflare.com/en/articles/8307035-how-can-i-download-my-reports-and-dashboards.md): Can I export or print my Insights?
- [How do I manage my tags?](https://howto.salesflare.com/en/articles/8307154-how-do-i-manage-my-tags.md): How can I delete tags or have an overview of what tags I have?
- [Partner Program Terms](https://howto.salesflare.com/en/articles/6970511-partner-program-terms.md): How can I promote Salesflare?
- [How to Use a CRM for Investors & How to Set it Up Right 👌](https://howto.salesflare.com/en/articles/8450615-how-to-use-a-crm-for-investors-how-to-set-it-up-right.md)
- [Can I save email drafts?](https://howto.salesflare.com/en/articles/8718420-can-i-save-email-drafts.md): How can I save emails while working on them?
- [How do I install and set up the Outlook add-in?](https://howto.salesflare.com/en/articles/8926469-how-do-i-install-and-set-up-the-outlook-add-in.md): 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](https://howto.salesflare.com/en/articles/8955290-how-to-migrate-your-data-from-salesforce-to-salesflare.md): To correctly migrate your information from Salesforce to Salesflare, follow the steps below
- [How to migrate your data from HubSpot to Salesflare](https://howto.salesflare.com/en/articles/8949766-how-to-migrate-your-data-from-hubspot-to-salesflare.md): To correctly migrate your information from Hubspot to Salesflare, follow the steps below
- [How to migrate your data from Pipedrive to Salesflare](https://howto.salesflare.com/en/articles/8949808-how-to-migrate-your-data-from-pipedrive-to-salesflare.md): To correctly migrate your information from Pipedrive to Salesflare, follow the steps below
- [Email tracking: how can I disable it?](https://howto.salesflare.com/en/articles/9042895-email-tracking-how-can-i-disable-it.md): How can I disable the email open and click tracking in my outgoing emails?
- [Why isn't Email Tracking Working When I Test it?](https://howto.salesflare.com/en/articles/9335809-why-isn-t-email-tracking-working-when-i-test-it.md): 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?](https://howto.salesflare.com/en/articles/9497640-how-can-i-manually-exit-or-re-enter-a-contact-from-in-a-workflow.md): 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?](https://howto.salesflare.com/en/articles/5790347-can-i-create-accounts-during-a-contact-import.md): Is this possible?
- [How do I change my billing email address?](https://howto.salesflare.com/en/articles/9994189-how-do-i-change-my-billing-email-address.md): Where can I add a billing email address in my Salesflare account?
- [How can I import email signatures?](https://howto.salesflare.com/en/articles/10261037-how-can-i-import-email-signatures.md): I'd like to sync email signatures to contacts automatically: how?
- [How can I explore my team's relationships?](https://howto.salesflare.com/en/articles/10267119-how-can-i-explore-my-team-s-relationships.md): How can I see who knows whom at a specific account?
- [Can I share email templates with my colleagues?](https://howto.salesflare.com/en/articles/10267755-can-i-share-email-templates-with-my-colleagues.md): How can we create a common library of email templates?
- [How can I use the relationship intelligence?](https://howto.salesflare.com/en/articles/10420451-how-can-i-use-the-relationship-intelligence.md): 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?](https://howto.salesflare.com/en/articles/11581675-how-can-i-make-sure-that-my-team-members-only-see-their-own-accounts-and-or-pipelines.md): How can I control visibility in Salesflare?
- [What is the cost to add a user to my Salesflare account?](https://howto.salesflare.com/en/articles/11581689-what-is-the-cost-to-add-a-user-to-my-salesflare-account.md): How much will it add to my Salesflare subscription?
- [Why are some contacts greyed out in Salesflare?](https://howto.salesflare.com/en/articles/11865757-why-are-some-contacts-greyed-out-in-salesflare.md): You might notice that certain contacts appear greyed. This indicates that the contact has been deleted from Salesflare.
- [Can I use AI in Salesflare?](https://howto.salesflare.com/en/articles/11600875-can-i-use-ai-in-salesflare.md): How can I get more done using AI?
- [How can I find the right person at an account?](https://howto.salesflare.com/en/articles/12097711-how-can-i-find-the-right-person-at-an-account.md): Can I find good leads at the companies in my CRM?
- [How to Use Salesflare CRM for HR Companies & Set It Up Right👌](https://howto.salesflare.com/en/articles/12532034-how-to-use-salesflare-crm-for-hr-companies-set-it-up-right.md): 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”?](https://howto.salesflare.com/en/articles/12730556-how-do-i-move-a-contact-to-customers.md): 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?](https://howto.salesflare.com/en/articles/13170148-how-does-salesflare-filter-out-automated-opens-clicks.md): 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 provid...
- [Should I add my own company to Salesflare?](https://howto.salesflare.com/en/articles/13170144-should-i-add-my-own-company-to-salesflare.md): 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?](https://howto.salesflare.com/en/articles/13193896-how-do-i-get-admin-consent-in-microsoft-365-to-connect-salesflare.md): Microsoft 365 says “Need admin approval” - what do I do?
- [Can I write emails using AI?](https://howto.salesflare.com/en/articles/14121131-can-i-write-emails-using-ai.md): Does Salesflare have an AI email writing feature?
- [Can I use Salesflare in my own language?](https://howto.salesflare.com/en/articles/14121357-can-i-use-salesflare-in-my-own-language.md): Is Salesflare usable in multiple languages?
- [Can I use Salesflare in dark mode?](https://howto.salesflare.com/en/articles/14121417-can-i-use-salesflare-in-dark-mode.md): How do I change the Salesflare theme?
- [How can I use Salesflare with ChatGPT or Claude?](https://howto.salesflare.com/en/articles/14432597-how-can-i-use-salesflare-with-chatgpt-or-claude.md): How do I connect to Salesflare's MCP server?
- [How can I turn off my Microsoft 365 Anti-spam outbound spam policy?](https://howto.salesflare.com/en/articles/15517885-how-can-i-turn-off-my-microsoft-365-anti-spam-outbound-spam-policy.md): How can I stop Microsoft 365 from blocking my email workflows?

## Sales pipeline management

- [How do I change the default pipeline?](https://howto.salesflare.com/en/articles/3194841-how-do-i-change-the-default-pipeline.md): How do I change which pipeline appears first?
- [How do I add a custom lost reason on opportunities?](https://howto.salesflare.com/en/articles/1431794-how-do-i-add-a-custom-lost-reason-on-opportunities.md): Can I make custom lost reasons or delete old ones?
- [How do I best set up my sales pipeline?](https://howto.salesflare.com/en/articles/624720-how-do-i-best-set-up-my-sales-pipeline.md): Pipeline management 101 💡
- [How do I use Salesflare in the lead-to-deal workflow?](https://howto.salesflare.com/en/articles/1016996-how-do-i-use-salesflare-in-the-lead-to-deal-workflow.md): How can I convert my leads to deals with Salesflare?

## Sales automation

- [Can I save email templates?](https://howto.salesflare.com/en/articles/3376856-can-i-save-email-templates.md): How do I create saved replies or canned responses?
- [Can I add users to accounts automatically?](https://howto.salesflare.com/en/articles/3154829-can-i-add-users-to-accounts-automatically.md): How do I add team members to all new accounts created?
- [Can I update custom fields using Zapier?](https://howto.salesflare.com/en/articles/3192761-can-i-update-custom-fields-using-zapier.md): How do I push data to custom fields using Zapier?
- [Will Salesflare remind me when to follow up?](https://howto.salesflare.com/en/articles/2436745-will-salesflare-remind-me-when-to-follow-up.md): Can I set up auto reminders?
- [How do I update opportunity stages automatically?](https://howto.salesflare.com/en/articles/3185217-how-do-i-update-opportunity-stages-automatically.md): Can I use Zapier to move opportunities to the next stage?
- [How is lead/account hotness calculated?](https://howto.salesflare.com/en/articles/2443980-how-is-lead-account-hotness-calculated.md): What do the fire symbols mean?
- [Why aren't my Calendly meetings showing in Salesflare?](https://howto.salesflare.com/en/articles/2153568-why-aren-t-my-calendly-meetings-showing-in-salesflare.md): Can I integrate my scheduling app with Salesflare?
- [What's the email quota limit for workflows?](https://howto.salesflare.com/en/articles/1464320-what-s-the-email-quota-limit-for-workflows.md): How many email workflows can I send per day?
- [Can I insert an image in my email workflow?](https://howto.salesflare.com/en/articles/1410304-can-i-insert-an-image-in-my-email-workflow.md): I can send my contacts GIFs? 🙌
- [How do I insert merge fields in my email workflow or email templates?](https://howto.salesflare.com/en/articles/1407383-how-do-i-insert-merge-fields-in-my-email-workflow-or-email-templates.md): Can I insert merge tags in the subject line?
- [Why is my email workflow failing?](https://howto.salesflare.com/en/articles/1384768-why-is-my-email-workflow-failing.md): How do I fix this?
- [Can I send out automated email campaigns?](https://howto.salesflare.com/en/articles/1381598-can-i-send-out-automated-email-campaigns.md): How does email automation work?
- [How do I configure my SMTP settings for sending automated emails?](https://howto.salesflare.com/en/articles/1369506-how-do-i-configure-my-smtp-settings-for-sending-automated-emails.md): What are my SMTP host and port number?
- [How do I get leads from my website's contact form in Salesflare?](https://howto.salesflare.com/en/articles/1294937-how-do-i-get-leads-from-my-website-s-contact-form-in-salesflare.md): How to automatically get web leads in Salesflare ⚙️
- [Can Salesflare add contacts to subscriber lists in MailChimp?](https://howto.salesflare.com/en/articles/1249797-can-salesflare-add-contacts-to-subscriber-lists-in-mailchimp.md): How can I push Salesflare contacts into MailChimp?
- [How do I pull Intercom conversations into Salesflare?](https://howto.salesflare.com/en/articles/1205838-how-do-i-pull-intercom-conversations-into-salesflare.md): Can I integrate my customer support app with Salesflare?
- [How can I use Salesflare's API with "Webhooks by Zapier"?](https://howto.salesflare.com/en/articles/637044-how-can-i-use-salesflare-s-api-with-webhooks-by-zapier.md): How to do custom things on Salesflare's API from Zapier.
- [How does Salesflare practice sales automation?](https://howto.salesflare.com/en/articles/625641-how-does-salesflare-practice-sales-automation.md): How does Salesflare itself work less and sell more? 😊
- [What kind of Zapier integrations are possible?](https://howto.salesflare.com/en/articles/1227417-what-kind-of-zapier-integrations-are-possible.md): How can I connect different apps to Salesflare?
- [How do I use Salesflare with Zapier?](https://howto.salesflare.com/en/articles/624770-how-do-i-use-salesflare-with-zapier.md): How to use the Zapier integration to connect with 700+ other apps 🚀
- [Can I create a customer in Salesflare for bookings in YouCanBook.Me?](https://howto.salesflare.com/en/articles/1228724-can-i-create-a-customer-in-salesflare-for-bookings-in-youcanbook-me.md): Can I integrate my appointment scheduler with Salesflare?
- [How do I set up the MailChimp integration?](https://howto.salesflare.com/en/articles/1013316-how-do-i-set-up-the-mailchimp-integration.md): How do I integrate MailChimp using Zapier?
- [How does Salesflare integrate with an app for outbound emailing?](https://howto.salesflare.com/en/articles/1013315-how-does-salesflare-integrate-with-an-app-for-outbound-emailing.md): How does Mailshake work with Salesflare?

## Lead generation

- [What's the easiest way to make a target list of customers to contact?](https://howto.salesflare.com/en/articles/633741-what-s-the-easiest-way-to-make-a-target-list-of-customers-to-contact.md): How do I make a good lead list? 📇
- [How can I get great email deliverability and avoid the spam filter?](https://howto.salesflare.com/en/articles/7051784-how-can-i-get-great-email-deliverability-and-avoid-the-spam-filter.md): Here's how to get a maximum of opens and replies to your email workflows.
- [How do I create a great cold email sequence?](https://howto.salesflare.com/en/articles/632231-how-do-i-create-a-great-cold-email-sequence.md): How do I send automatic email follow-ups? 📧
- [What's the best way to find email addresses of leads?](https://howto.salesflare.com/en/articles/624902-what-s-the-best-way-to-find-email-addresses-of-leads.md): Want to email someone? Here's how to get their address. 💪
- [Can Salesflare help with finding leads?](https://howto.salesflare.com/en/articles/1013224-can-salesflare-help-with-finding-leads.md): Does Salesflare automatically generate leads for me?
- [How do I import my LinkedIn connections in Salesflare?](https://howto.salesflare.com/en/articles/8638140-how-do-i-import-my-linkedin-connections-in-salesflare.md): Curious how you can import your LinkedIn connections into your Salesflare account? Here is how!
- [How can I add leads while browsing?](https://howto.salesflare.com/en/articles/11583666-how-can-i-add-leads-while-browsing.md): How can I use Salesflare's Chrome extension on any website?
- [How can I use Salesflare to find new leads?](https://howto.salesflare.com/en/articles/11583822-how-can-i-use-salesflare-to-find-new-leads.md): How can I use the leads module in Salesflare?