SalesSeek

Introducing you our new Hide/Display UI Tabs functionality.

New functionality: User Hide/Display UI elements

This article describes the minimum password complexity required to setup your SalesSeek account

Minimum password requirements

SalesSeek Business Regions

Easy and simple duplication of campaigns update.

Campaign Duplication

Are you having issues with the speed of your system? This article will help if account is running slow.

Speed & Performance

pdCRM is a dedicated response to the solutions that currently exist for the UK property CRM and Marketing industries

How to download as CSV

Support

Multiple articles to help you use SalesSeek

General

You can now track down all changes that were being made to your Contacts, Organizations and Deals!

Change Log

You can now secure your account even more with 2FA Two-Factor Authentication, find out how.

Two-Factor Authentication (2FA)

What are admin users and how do you add one?

Admin Users

Restrict team members access to certain records in the system

Record Permissions

How can a CRM user account be removed? What happens to their assigned deals?

Remove a system user

If you are missing Activity Notes in the Activity Feed or can't seem to find Activities for records this article will help.

Missing Activity Notes

Get opt-in consent from your Mailing List subscribers and remain GDPR compliant.

GDPR Opt-In Consent Automation

How to import activity feed into a calendar of choice

Calendar Sync

Struggling to select, App Settings, Web, Help or Social, you'll need to adjust your web browser aspect ration.

Why Can't I Open Menu Options

Discover how Checklists can simplify and foolproof your business workflows.

Checklists

Emojis to organize your data in your CRM

pdCRM

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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