How to Use SalesWings

12 articles in this collection
Written by Philip Schweizer and Pauline from SalesWings

The SalesWings Command Center

Written by Philip Schweizer
Updated over a week ago

Creating your "To Do" list

To stay organized & feel accomplished, you can now "check off" a lead that you have taken action on to stay organized.

Written by Philip Schweizer
Updated over a week ago

Hiding Personally Identifiable Information (PII) in Google Analytics 3 And 4

Written by Philip Schweizer
Updated over a week ago

Handling Contacts

How to manage your Data Retention settings

This guide describes the steps to follow to manage your SalesWings data retention settings.

Written by Pauline from SalesWings
Updated this week

Sorting the Contact List

Written by Philip Schweizer
Updated over a week ago

Keeping an eye on "Favorite" Contacts

Written by Philip Schweizer
Updated over a week ago

Remove / delete a contact

Written by Philip Schweizer
Updated over a week ago

Can I export my contacts and leads?

It is possible to export all of the data collected with SalesWings. Follow this guide to discover the best 4 options to do so.

Written by Philip Schweizer
Updated over a week ago

Team Management

Adding your team members to the SalesWings cockpit

Follow these instructions to invite your team members to the SalesWings cockpit

Written by Philip Schweizer
Updated over a week ago

User access and user types

This guide describes the different levels of access you can grant to users.

Written by Philip Schweizer
Updated over a week ago

Setting Up Sales Alerts

Setting up Browser Lead Notifications

With our Chrome extension you're getting real-time notifications when your leads return to your website.

Written by Philip Schweizer
Updated over a week ago

Setting up Slack Lead-Notifications

Saleswings allows you to receive Slack Notifications in real-time about leads interest when they visit your website or turn HOT

Written by Philip Schweizer
Updated over a week ago