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Getting Started
Getting Started
Intro and step-by-step guide to getting started with SalesSeek
9 articles in this collection
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Support
Getting Started with SalesSeek
Written by
Support
Updated over a week ago
1. Adding Users to your account
How to get all of your team on SalesSeek
Written by
Support
Updated over a week ago
2. Creating Custom Fields
Customise SalesSeek to store the data required for your workflows
Written by
Support
Updated over a week ago
3. Configuring Funnel Phases
Customise SalesSeek to suit your sales workflow.
Written by
Support
Updated over a week ago
4. Setting Up Revenue Buckets
Written by
Support
Updated over a week ago
5. Adding a Lead Source
Written by
Support
Updated over a week ago
6. Importing Your Data
Import or Update your data from a spreadsheet file
Written by
Support
Updated over a week ago
7. Download Apps and Extensions
Download mobile apps and our Chrome plugin to get the full use of SalesSeek
Written by
Support
Updated over a week ago
SalesSeek Demo Video
SalesSeek Demo video covering a wide range of the applications features and use cases.
Written by
Support
Updated over a week ago