Deals, Organizations & Individuals

Duplicate Contacts

How to deal with duplicate records in SalesSeek or when importing.

Written by Support
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.

Written by Support
Updated over a week ago

What are Organizations in SalesSeek?

Written by Support
Updated over a week ago

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

Written by Support
Updated over a week ago

Create a new Individual / Organisation / Deal

How to quickly create new individuals, organisations or deals.

Written by Support
Updated over a week ago

Merging Records

SalesSeek makes it really simple to merge duplicate Individuals, Organizations and Deals.

Written by Support
Updated over a week ago

Bulk Updates and Deleting Records

Written by Support
Updated over a week ago

Multi Funnel

Written by Support
Updated over a week ago

Moving Deal Phases

How to update a deal from one phase to the next.

Written by Support
Updated over a week ago

Deals Section

Written by Support
Updated over a week ago

Filtering in the Deals Section

Segment your opportunities for live forecasts or historic reporting.

Written by Support
Updated over a week ago

Deals on Dashboard

Written by Support
Updated over a week ago

Fullscreen Funnel

Written by Support
Updated over a week ago

Phase Zoom

Written by Support
Updated over a week ago

What are Elephant Deals?

Written by Support
Updated over a week ago

Duplicate Contacts

Filters in the Activity Feed

What are Organizations in SalesSeek?

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

Create a new Individual / Organisation / Deal

Merging Records

Bulk Updates and Deleting Records

Multi Funnel

Moving Deal Phases

Deals Section

Filtering in the Deals Section

Deals on Dashboard

Tags

Fullscreen Funnel

Phase Zoom

What are Elephant Deals?