Advice and answers from the Salestrekker Team

Getting Started

This section covers main elements and basic functions of Salestrekker.

Settings

Setting up your account and organisation

Workflows and Deals

Tasks

Reports and Dashboard

Broker Tools

Articles explaining use of broker tools in Salestrekker

Asset Finance Tools

All asset/equipment finance knowledge articles

Integrations

Client Portal

Partner Portal

How to use partner (referrer) portal in Salestrekker

Connect - Email, SMS, Phone, Chat

Documents and Files

Video Conferencing

Contacts

How to add and manage contact details. How to segment and filter your contact base. How to export contact details.

Automation

Automate email and SMS notification, document and task creation

Mobile Apps

Articles about Salestrekker iOS and Android apps

Release Notes

A chronological list of Salestrekker features and bug fixes

Verifications

Verification processes and integrations