Salesflare

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82 articles in this collection
Written by Keri Byrne and Jeroen Corthout

What are user groups for?

Can I group users on my team?
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Written by Keri Byrne
Updated over a week ago

What do the insights mean?

How are the insights calculated?
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Written by Keri Byrne
Updated over a week ago

How do I filter my data in Salesflare?

How do the advanced filters work?
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Written by Keri Byrne
Updated over a week ago

Can I see my top lead sources in the insights?

How do I enable the top lead source graph?
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Written by Keri Byrne
Updated over a week ago

How do I hide old opportunities?

Can I archive past won/lost opportunities?
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Written by Keri Byrne
Updated over a week ago

How do I delete everything and start over?

How do I delete accounts, contacts and opportunities in bulk?
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Written by Keri Byrne
Updated over a week ago

How do I add a team member to all accounts?

Can I add a teammate to all accounts automatically?
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Written by Keri Byrne
Updated over a week ago

How do I change my login email address?

Can I change my primary email address?
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Written by Keri Byrne
Updated over a week ago

How do I change my password?

I forgot my password, how do I reset it?
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Written by Keri Byrne
Updated over a week ago

How do I turn on Salesflare notifications?

What kind of notifications will I receive?
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Written by Keri Byrne
Updated over a week ago

What are the regional settings used for?

Where can I change my regional settings?
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Written by Keri Byrne
Updated over a week ago

How do I contact support?

What are your support hours?
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Written by Keri Byrne
Updated over a week ago

Can I change the order of my custom fields?

How do I rearrange custom fields?
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Written by Keri Byrne
Updated over a week ago

How do tasks work?

Can I assign tasks to others? Where do tasks appear?
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Written by Keri Byrne
Updated over a week ago

What are predefined custom fields?

How do I enable predefined custom fields?
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Written by Keri Byrne
Updated over a week ago

Can I snooze tasks in bulk?

How do I complete tasks in bulk? Can I bulk delete them?
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Written by Keri Byrne
Updated over a week ago

Where can I find my invoices?

Can I download my invoices as PDFs?
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Written by Keri Byrne
Updated over a week ago

How do I set sales targets?

What are targets used for?
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Written by Keri Byrne
Updated over a week ago

Can I make different types of custom fields?

What kinds of custom fields can I make?
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Written by Keri Byrne
Updated over a week ago

Will I be charged VAT?

How does VAT work?
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Written by Keri Byrne
Updated over a week ago

How is expected revenue calculated?

What does expected revenue mean in my insights dashboard?
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Written by Keri Byrne
Updated over a week ago

My own email opens 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% 👌
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Written by Jeroen Corthout
Updated over a week ago

Data Processing Agreement (DPA)

I need a DPA to assure GDPR compliance. Where can I find and/or sign it?
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Written by Jeroen Corthout
Updated over a week ago

Admin vs. Non-Admin Rights ⚙️

What additional features do admins have access to?
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Written by Keri Byrne
Updated over a week ago

How to enable the new Gmail?

Find out how to turn on the new Gmail UI and features for a G Suite and/or for a personal account.
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Written by Jeroen Corthout
Updated over a week ago

How do I keep my Salesflare plugin enabled in Microsoft Outlook?

How do I re-enable a disabled add-in for Outlook 2010, 2013 or 2016?
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Written by Keri Byrne
Updated over a week ago

How do I fix my import file?

What do the error messages in my 'Fix Import' file mean?
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Written by Keri Byrne
Updated over a week ago

How do I add MailChimp subscribers to Salesflare?

Can I add new MailChimp Subscribers to Salesflare?
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Written by Keri Byrne
Updated over a week ago

Can I integrate my accounting software with Salesflare?

Can I get invoices drafted for me automatically?
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Written by Keri Byrne
Updated over a week ago

How do I import my data in Salesflare?

Can I import accounts and contacts at once?
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Written by Keri Byrne
Updated over a week ago

Can I integrate my address book with Salesflare?

How to use Zapier to sync your address book with Salesflare.
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Written by Keri Byrne
Updated over a week ago

Can Slack notify me when I win a deal?

How can I integrate Slack with Salesflare?
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Written by Keri Byrne
Updated over a week ago

Can I send bulk emails through Salesflare?

How can I send mass emails, do mail merges, or send sequences?
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Written by Keri Byrne
Updated over a week ago

Do my email contacts sync with Salesflare?

How do I get my contacts into Salesflare?
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Written by Keri Byrne
Updated over a week ago

How do I sync my address book with Salesflare?

Can I use PieSync to sync my address book and Salesflare both ways?
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Written by Keri Byrne
Updated over a week ago

Can won opportunities in Salesflare trigger new projects in Trello?

How do I integrate Trello with Salesflare?
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Written by Keri Byrne
Updated over a week ago

How does Salesflare billing work?

What will I be charged for?
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Written by Keri Byrne
Updated over a week ago

How do I add users to my team?

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Written by Jeroen Corthout
Updated over a week ago

Can you tell me about your roadmap?

What are your plans? What will you build? 💪
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Written by Jeroen Corthout
Updated over a week ago

My emails are not syncing anymore. How can I fix this?

Issues with your email connection & how to remedy them.
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Written by Jeroen Corthout
Updated over a week ago

How do I delete something?

I have a contact, account, opportunity, phone call, meeting, ... to delete. Where can I find the delete button? 🤔
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Written by Jeroen Corthout
Updated this week

How do accounts, contacts & opportunities relate?

What is the difference between accounts, contacts and opportunities?
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Written by Jeroen Corthout
Updated over a week ago

What's a "customer" in Salesflare?

In "Contacts" there's a tab called "Customers". What does it mean? 🤔
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Written by Jeroen Corthout
Updated over a week ago

My export shows data I don't need. What should I do?

What to do with unneeded columns in Salesflare exports?
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Written by Jeroen Corthout
Updated over a week ago

How do I manually upload files to Accounts?

Can I manually upload files?
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Written by Jeroen Corthout
Updated over a week ago

Can I use Salesflare for B2C purposes?

Can I keep data around contacts?
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Written by Jeroen Corthout
Updated over a week ago

Do you have an API?

Where to find the API key and docs?
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Written by Jeroen Corthout
Updated over a week ago

How does Salesflare's contact sync work?

What does it sync with? When? Where to? What info? 👥
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Written by Jeroen Corthout
Updated over a week ago

How are calls automatically logged to Salesflare?

How to stop logging calls manually 😎
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Written by Jeroen Corthout
Updated this week

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?
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Written by Jeroen Corthout
Updated over a week ago

How do I export my Salesflare data?

Can I get my Salesflare data in csv or Excel? 💾
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Written by Jeroen Corthout
Updated over a week ago

How do I add contacts to an account?

When contacts don't show up as suggestions, how to add them? ☝️
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Written by Jeroen Corthout
Updated this week

Where do the meetings from the calendar appear?

I connected my calendar. Where do I see the meetings? 🤔
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Written by Jeroen Corthout
Updated over a week ago

Can I configure multiple pipelines?

Can I create more than one pipeline?
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Written by Jeroen Corthout
Updated over a week ago

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?
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Written by Jeroen Corthout
Updated over a week ago

How do I reset Outlook and clear the cache?

How can I clear the Outlook cache and get the latest Salesflare files?
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Written by Jeroen Corthout
Updated over a week ago

Can I do mail merge or email sequences from Salesflare?

I'd like to email a list of people. How do I best proceed?
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Written by Jeroen Corthout
Updated this week

Do you have any how-to videos?

Can you show me all the possibilities of Salesflare? 🙋
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Written by Jeroen Corthout
Updated this week

How can I enable the "Recurring revenue" feature?

I'm selling subscriptions. How to track them?
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Written by Jeroen Corthout
Updated over a week ago

Can I change a contact's email address?

The email address is wrong. How can I change it? ☝️
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Written by Jeroen Corthout
Updated over a week ago

What is shared with my team in Salesflare?

What can my team members access and see?
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Written by Jeroen Corthout
Updated over a week ago

How do you keep my account secure and my data safe?

In short, what are the measures you take to guarantee maximum privacy & security?
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Written by Jeroen Corthout
Updated over a week ago

Some emails are missing from my timeline. How do I get all my emails to appear?

Why are certain emails from Gmail not syncing?
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Written by Jeroen Corthout
Updated over a week ago

Are there how-to videos for using Salesflare?

Do you have instructional videos that can help me?
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Written by Jeroen Corthout
Updated over a week ago

How does the website tracking work?

How does it work? How do I install it?
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Written by Jeroen Corthout
Updated over a week ago

Can I send emails from Salesflare?

Or do I send them from somewhere else?
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Written by Jeroen Corthout
Updated over a week ago

Can I connect multiple email addresses?

How do I connect or disconnect these email addresses?
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Written by Jeroen Corthout
Updated over a week ago

Can I merge contacts with multiple email addresses?

I have two email addresses of the same person. How do I merge?
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Written by Jeroen Corthout
Updated over a week ago

How can I keep notes?

Where can I enter them?
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Written by Jeroen Corthout
Updated over a week ago

Is Salesflare available in multiple language options?

Is it available in Portuguese, Spanish, French, Italian, German, ...?
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Written by Jeroen Corthout
Updated over a week ago

How do I use the link tracking feature?

How do I get the email link tracking to work?
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Written by Jeroen Corthout
Updated over a week ago

Can my trial period be extended?

Can I have a trial extension?
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Written by Jeroen Corthout
Updated over a week ago

How do I set up the Intercom integration?

How can I integrate Intercom with Salesflare?
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Written by Jeroen Corthout
Updated over a week ago

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?
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Written by Jeroen Corthout
Updated over a week ago

How long does the email sync take?

How long does it take for my email to sync?
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Written by Jeroen Corthout
Updated over a week ago

Email tracking: How does it work?

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Written by Jeroen Corthout
Updated over a week ago

Can I create custom fields?

I'd like to make extra fields. How do I do this?
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Written by Jeroen Corthout
Updated over a week ago

Where is my data stored?

Is it located in Europe? Or in the US?
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Written by Jeroen Corthout
Updated over a week ago

How can I add a contact to my "Customers" list?

When do contacts move to the Customers list?
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Written by Jeroen Corthout
Updated over a week ago

Does Salesflare work with influencers?

Do you have a referral program?
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Written by Jeroen Corthout
Updated over a week ago

How do I add team members to an account?

How can I be added to the team of an account?
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Written by Jeroen Corthout
Updated over a week ago

How can I connect a calendar?

Where can I find this?
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Written by Jeroen Corthout
Updated over a week ago