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Setting Up Revenue Buckets. Third Party Form Lead Capture. Getting Started with SalesSeek. See all 10 articles. Funnel and Sink-or-Swim Visualizations. What are Organizations in SalesSeek? What are Individuals and what are Leads? Organize your Groups with Group Folders. Export records from SalesSeek. What are groups used for? How can I create a group? Configuring groups as reports. What is a Smart Group and how do I use one? What are Elephant Deals? See all 7 articles. Reputation and Hourly Quota.

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Setting Up Revenue Buckets. Third Party Form Lead Capture. Getting Started with SalesSeek. See all 10 articles. Funnel and Sink-or-Swim Visualizations. What are Organizations in SalesSeek? What are Individuals and what are Leads? Organize your Groups with Group Folders. Export records from SalesSeek. What are groups used for? How can I create a group? Configuring groups as reports. What is a Smart Group and how do I use one? What are Elephant Deals? See all 7 articles. Reputation and Hourly Quota.
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2 general
3 setup and configuration
4 adding users
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6 importing your data
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SalesSeek | support.salesseek.net Reviews

https://support.salesseek.net

Setting Up Revenue Buckets. Third Party Form Lead Capture. Getting Started with SalesSeek. See all 10 articles. Funnel and Sink-or-Swim Visualizations. What are Organizations in SalesSeek? What are Individuals and what are Leads? Organize your Groups with Group Folders. Export records from SalesSeek. What are groups used for? How can I create a group? Configuring groups as reports. What is a Smart Group and how do I use one? What are Elephant Deals? See all 7 articles. Reputation and Hourly Quota.

INTERNAL PAGES

support.salesseek.net support.salesseek.net
1

Setup and Configuration – SalesSeek

https://support.salesseek.net/hc/en-us/sections/200750621-Setup-and-Configuration

New articles and comments. Setting Up Revenue Buckets. Third Party Form Lead Capture. Getting Started with SalesSeek. Connecting Social Media Accounts. Changing Your Funnel Phases. How to Add a Lead Source.

2

How can I create a group? – SalesSeek

https://support.salesseek.net/hc/en-us/articles/201928632-How-can-I-create-a-group-

How can I create a group? August 07, 2015 01:05. Groups are created in the Workspace section on the left hand navigation bar:. Click the ' ' icon next to Groups on the Workspace menu. You will then need to setup your group. This should clearly distinguish your group from others on the left hand menu. By default this will be the user creating the group. Cost and Cost Basis. These are used for lead cohort analysis on the SalesSeek Marketing Dashboard. Was this article helpful? 0 out of 0 found this helpful.

3

Importing Your Data – SalesSeek

https://support.salesseek.net/hc/en-us/articles/201953022-Importing-Your-Data

April 11, 2016 11:28. You can upload your existing data from other systems and spreadsheets in the SalesSeek settings panel. Check out the video below or continue reading this article. Each record has some required fields that need to exist as columns in the spreadsheet:. Last Name and Owners Email Address. Organisation Name and Owners Email Address. Name, Organisation, Funnel Phase and Owner Email Address. Custom fields will need to be first created in SalesSeek before data can be imported into them.

4

Bulk Update – SalesSeek

https://support.salesseek.net/hc/en-us/articles/214269785-Bulk-Update

December 01, 2016 10:59. Allows you to update a set of individuals or organisations in a single process. This is useful for adding in custom fields, segmenting existing records, adding contacts to specific groups etc. Steps to Bulk Update:. Step 2) Click the. Step 3) Choose the field/fields. You wish to edit. Step 5) Select or Enter the new values. Can I bulk update my entire Database? Yes, when you select the checkbox you with have the option to choose All contact records in the group. Can I bulk delete?

5

Groups & Reporting – SalesSeek

https://support.salesseek.net/hc/en-us/sections/200770422-Groups-Reporting

New articles and comments. Help with creating and configuring groups (Smart and Static) in SalesSeek. Groups can be used for reporting, campaigns, and analysis. Organize your Groups with Group Folders. Export records from SalesSeek. What are groups used for? How can I create a group? Configuring groups as reports. What is a Smart Group and how do I use one?

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SalesSeek Data Security & 3rd Party Privacy | SalesSeek

https://www.salesseek.net/security

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. All content is encrypted over SSL. The hosted application is protected by an actively managed Firewall and Intrusion Detection System. Clien...

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SalesSeek UK - Meet our Team & Company | SalesSeek

https://www.salesseek.net/company

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. Diverse background. Shared vision. SalesSeek’s Company Story. Qamar went on to co-found the Illustra European operation, bringing Tim with h...

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Email Campaigns Online Tool & Automation Software | SalesSeek

https://www.salesseek.net/features/email-campaigns

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. The Art of Email. Try SalesSeek for Free. Send Unlimited Emails with SalesSeek. Campaigning for your success. Unite your team with a. See ho...

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Best CRM Software for Small Businesses - What we do | SalesSeek

https://www.salesseek.net/sales

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. At the core of SalesSeek are essential day-to-day tools that allow you to work better with your team. Click below to discover:. Rapidly fore...

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CRM Software Pricing - Start Your Free Trial | SalesSeek

https://www.salesseek.net/pricing

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. Got more than 10 users. Speak to our sales team:. Call 44 (0) 203 514 2513 or email hello@salesseek.net. Start Your 14-Day Free Trial. Autom...

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Multi Funnel Software Tool for Mutli Sales Processes | SalesSeek

https://www.salesseek.net/multi-funnel

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. Multiple Funnels, for multiple Sales processes. 44 20 3514 2513.

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CRM Sales & Marketing Software - Free Trial Online | SalesSeek

https://www.salesseek.net/start-your-free-trial

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. Start Your 14-Day Free Trial. No credit card details required. There has been an error. Enter your full name. Enter your company name.

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Web Analytics & Social Lead Tracking Software Tool | SalesSeek

https://www.salesseek.net/features/web-social

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. Your website is your shop window to the world and social media channels your voice. Utilize the power of both in SalesSeek. When an active o...

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Softwares & Tools Integrations - Xero, Sage & API | SalesSeek

https://www.salesseek.net/integrations

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. Integrations Softwares and Tools Integrations. Integrate your tools with SalesSeek now. So you can focus on what matters. Create a seamless ...

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Sales Funnel Management Software - Online Tool | SalesSeek

https://www.salesseek.net/features/deals

Deals & Sales Funnel Management. Multi Funnel Sales Processes. Search, Filters & Custom Fields. Lead Generation & Tracking. Team Work & Collaboration. Users, Hierarchy & Permissions. Leads, Tasks & Notes. Email Marketing & Automation. Web & Social. Android App [Coming Soon! StockSeek – Royalty Free Images. MVP – Minimum Viable Product. Company & Team. News & Events. Meet the Sales Funnel Engine. Use our expert wizard to design a sales funnel customized to your sales process. How we do deals in SalesSeek.

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Setting Up Revenue Buckets. Third Party Form Lead Capture. Getting Started with SalesSeek. See all 10 articles. Funnel and Sink-or-Swim Visualizations. What are Organizations in SalesSeek? What are Individuals and what are Leads? Organize your Groups with Group Folders. Export records from SalesSeek. What are groups used for? How can I create a group? Configuring groups as reports. What is a Smart Group and how do I use one? What are Elephant Deals? See all 7 articles. Reputation and Hourly Quota.

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