Frequently Asked Questions
- Login to SimpleSell and the chat window will already be opened on the right side of your screen ready for you to start typing your request.
Using Mobile Phone:
- Login to SimpleSell, click the chat box icon located at the top right of the screen, and start typing your request in the chat box.
Using SMS messaging:
- Login to SimpleSell and click the chat box icon located at the top right of the screen – a phone number will appear. Click the Sales Assistant’s phone number.
- You will be directed to your SMS messaging where you can begin typing your request. You will then receive a reply via SMS.
Pro tip: Save the SimpleSell Sales Assistant’s phone number in your address book for quick access.
Your Sales Assistant is available Monday-Friday 8 a.m.-5 p.m. (ET) for both Core and Professional plans. For the Executive plan, you have a Sales Assistant dedicated to covering you 24/7.
The sky’s the limit! Well…your plan selection is the limit. Please note that a live sales assistant is working on your request so large lists may take additional time.
If you reach your limit and need more contacts, you can purchase additional contacts or upgrade your plan from your Settings page.
For an individual plan: You can purchase additional contacts by going to your Settings and selecting the number of contacts that you would like from the available options. Once you have confirmed and paid for your selection, you will immediately be able to use your chat to connect with a Sales Assistant for additional contacts.
For a team plan: You can request additional contacts from your Team Manager by going to your Settings and clicking Request more contacts. Once your Team Manager approves your request, you will immediately have access to the chat function where you can continue receiving additional contacts.
If you do not use all of your contacts for your plan, you are not able to roll any contacts over to the next month. However, if you have purchased additional contacts on top of your plan and don’t use all of them, the additional contacts that were purchased will rollover to your next month.
If you have an identical contact in Salesforce, the details will be updated with the information in SimpleSell. Please contact your Salesforce Administrator for further assistance on managing your lead and customer data.
Navigate to the main menu on the left-hand side and click Settings. Click on the pen icon in the Account Details section to update your name and phone number. Be sure to save any changes.
Contact us. We can fix that for you so you can focus on the matter at hand.
Navigate to the main menu on the left-hand side and click Settings. In the Reset Password section, enter your current password, as well as your new password and click Save.
These can be updated and edited at any time. Navigate to the main menu on the left-hand side and click Targets. Edit any information you would like and click the Save button at the bottom of the page.
If you are the administrator of your account, you can access purchase history, invoices, payment details, plan type, and more from the account settings page.
If you’ve paid for a yearly subscription within the last 30-days, and need to cancel your account, you are entitled to a prorated refund. You or your account admin can cancel the account in the account settings. If you have any questions, reach out to email@example.com.
Yes, please do! Invite others to join SimpleSell and receive a commission. To send an invite, simply navigate to the main menu on the left-hand side and click Invitations. All you need is their name and email address. Why not start now?