All articles

  1. .

  2. Assign a deal and change owner

  3. Can I cancel my account and get a refund?

  4. Can I have a weekly report?

  5. Can I import all my contacts with Excel file? [Old Import]

  6. Change Password

  7. Change the goal

  8. Contact Activities Reports

  9. Create a new deal

  10. Deal Activities Reports

  11. Deal Conversion Report

  12. Deal Loss Reasons Report: why your team is losing deals?

  13. Deal Margins - How to track the cost and see the net value of deals

  14. Default & Synchronized Calendar

  15. Delete account

  16. Does everyone in my team need to have a payed license?

  17. Dropbox Integration

  18. Email integration - How can I see my emails in Sellf?

  19. Evernote Integration

  20. Export data - file Excel [Old export]

  21. Forgotten password?

  22. Google Calendar Integration - How do I sync my Google Calendar events with Sellf Web?

  23. How am I billed for licenses?

  24. How do I bulk-update my Sellf data?

  25. How do I delete contacts?

  26. How do I export data from Sellf?

  27. How do I Import Data in Sellf?

  28. How do I Import Data with Spreadsheets?

  29. How do I link Products to deals in Sellf?

  30. How do I start my free trial?

  31. How do I subscribe and upgrade to Sellf?

  32. How do I use the Storage for my documents?

  33. How much does Sellf cost?

  34. How to access billing invoices

  35. How to add the Deal Loss Reasons

  36. How to add the Deal Sources

  37. How to change my email address?

  38. How to change the mail notification language

  39. How to configure Team Goals

  40. How to create a Multilevel Team

  41. How to create and use sales pipeline

  42. How to create custom fields for People, Companies and Deals

  43. How to delete a team member

  44. How to edit or delete a deal

  45. How to get started with Zapier’s Sellf Integration?

  46. How to Migrate your Contacts from LinkedIn

  47. How to Sync Calendars on mobile apps

  48. How to transfer a member

  49. How to Turn Off the Automatic Subscription Renewal

  50. Impostare lingua Italiana

  51. Integrazione con Fatture in Cloud - Fatturazione automatica delle trattative vinte

  52. Multiple Sales Pipeline

  53. Organize and filter your data with tags

  54. Reports Overview

  55. Sales Activities Report: keep your sales team engaged and motivated

  56. Sales Pipelines Report: how’s my Sales Team Performing?

  57. Sales Sources Report: what are my best customer acquisition channels?

  58. Setting up Notifications

  59. Skype integration

  60. Slack integration - How do I connect Sellf to Slack?

  61. Stay in touch - How to remember to call a customer?

  62. The Team feature in Sellf

  63. Three roles: administrator, manager and collaborator

  64. View customer's location

  65. Welcome to Sellf!

  66. What happens when my trial expires?

  67. What is the pricing in US dollars?

  68. What payment options are available for Sellf subscriptions?

  69. Where does Sellf store my data?

  70. Why does Sellf want to use my current location?

  71. Win Probability and Forecasted Value

  72. Won & Lost Deals Report

  73. Your contacts in address book are already in Sellf.

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