Deals, Organizations & Individuals

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16 articles in this collection
Written by Rory Hewson

Duplicate Contacts

How to deal with duplicate records in SalesSeek or when importing.
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Written by Rory Hewson
Updated over a week ago

Filters in the Activity Feed

Learn how to filter the Activity Feed to get only the information that's important to you.
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Written by Rory Hewson
Updated over a week ago

What are Organizations in SalesSeek?

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Written by Rory Hewson
Updated over a week ago

What are 'Individuals' and what are 'Leads'?

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Written by Rory Hewson
Updated over a week ago

Create a new Individual / Organisation / Deal

How to quickly create new individuals, organisations or deals.
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Written by Rory Hewson
Updated over a week ago

Merging Records

SalesSeek makes it really simple to merge duplicate Individuals, Organizations and Deals.
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Written by Rory Hewson
Updated over a week ago

Bulk Updates and Deleting Records

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Written by Rory Hewson
Updated over a week ago

Multi Funnel

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Written by Rory Hewson
Updated over a week ago

Moving Deal Phases

How to update a deal from one phase to the next.
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Written by Rory Hewson
Updated over a week ago

Deals Section

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Written by Rory Hewson
Updated over a week ago

Filtering in the Deals Section

Segment your opportunities for live forecasts or historic reporting.
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Written by Rory Hewson
Updated over a week ago

Deals on Dashboard

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Written by Rory Hewson
Updated over a week ago

Tags

Organization. Tags for individuals, organizations, deals and activities in SalesSeek.
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Written by Rory Hewson
Updated over a week ago

Fullscreen Funnel

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Written by Rory Hewson
Updated over a week ago

Phase Zoom

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Written by Rory Hewson
Updated over a week ago

What are Elephant Deals?

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Written by Rory Hewson
Updated over a week ago