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 Rory Hewson
Updated over a week ago

What are Organizations in SalesSeek?

Written by Rory Hewson
Updated over a week ago

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

Written by Rory Hewson
Updated over a week ago

Create a new Individual / Organisation / Deal

How to quickly create new individuals, organisations or deals.

Written by Rory Hewson
Updated over a week ago

Merging Records

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

Written by Rory Hewson
Updated over a week ago

Bulk Updates and Deleting Records

Written by Rory Hewson
Updated over a week ago

Multi Funnel

Written by Rory Hewson
Updated over a week ago

Moving Deal Phases

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

Written by Rory Hewson
Updated over a week ago

Deals Section

Written by Rory Hewson
Updated over a week ago

Filtering in the Deals Section

Segment your opportunities for live forecasts or historic reporting.

Written by Rory Hewson
Updated over a week ago

Deals on Dashboard

Written by Rory Hewson
Updated over a week ago

Tags

Organization. Tags for individuals, organizations, deals and activities in SalesSeek.

Written by Rory Hewson
Updated over a week ago

Fullscreen Funnel

Written by Rory Hewson
Updated over a week ago

Phase Zoom

Written by Rory Hewson
Updated over a week ago

What are Elephant Deals?

Written by Rory Hewson
Updated over a week ago