Sign in and find your way around
Sign in to Salefy with Google or an email code, learn the sidebar and header, change the language and currency, and search your records.
Sign in
Open the Salefy sign-in page and use either method.
Click Continue with Google and choose your Google account.
Salefy has no passwords. Your session stays signed in for up to 7 days.
The first time you sign in, you land on a page that asks you to create a company or join one you were invited to. See Create your company and Invite your team.
The screen layout
- Sidebar (left): the modules. Click the toggle button at the top of the page to collapse it to icons. At the top it shows your company name; click it to switch company or to create or join another.
- Header (top): the search box, the command menu hint, the language selector, Feedback, the display currency, and the light/dark theme toggle.
- Your name (bottom of the sidebar): a menu with Profile Settings and Logout.
The sidebar contains:
| Item | What it opens |
|---|---|
| Dashboard | Totals across your company |
| Sales | Dashboard (the pipeline board), My Dashboard, Overview, Companies, Contacts, Leads, Opportunities, Contracts, Products, Price lists, Orders, and Approvals (managers and admins) |
| E-mails | Your connected mailboxes |
| Reports | Sales, lead, account, activity and user reports |
| Documents | Uploaded files |
| Invoices | Invoices and payments |
| Administration | Admins and owners only. See the admin guides |
Roles and what you can see
Every person in a company has one of four roles: owner, admin, manager or user. See Users and roles for what each can do.
- Managers, admins and owners see every company, contact, lead, opportunity and contract in the company.
- Users see the records they are assigned to or created, plus records linked to a company they are assigned to, created or watch.
Lists and search follow these rules. If you can't find a record a colleague mentions, ask them to assign it to you, or ask a manager.
The dashboard
Dashboard shows Total revenue and Expected revenue, then cards with counts for Active users, Invoices, Companies, Deals, Contacts, Leads, Contracts and Documents, plus your Storage use. Most cards open the matching list.
Money is shown in your display currency. To change it, click the currency button in the header (for example $ USD) and pick another currency.
Change the language
Salefy is available in English, Czech, German and Ukrainian. Use the language selector in the header, or go to Profile Settings, open the Preferences tab and choose a Language. The choice is saved to your account.
Search
To search everything at once, type at least two characters into Search something ... at the top of the page and click Search. Results are grouped by type, such as companies, contacts, leads, opportunities and documents. You only see results you are allowed to see.
Command menu
Press ⌘K on a Mac or Ctrl+K on Windows and Linux to open the command menu. Type to find documents by name, or pick Dashboard, Profile settings or Logout.
| Shortcut | Action |
|---|---|
| ⌘K or Ctrl+K | Open or close the command menu |
| Shift+⌘D or Shift+Ctrl+D | Go to the dashboard |
| Shift+⌘P or Shift+Ctrl+P | Go to your profile |