Salestrekker has over 35 update and reminder options.
You can get immediate updates via email, SMS and/or Slack or summary updates via email.
Settings
To set up reminders in Salestrekker for your account, go to Settings > My updates and reminders.
In main screen you will see a lot of switches which determine when and how will you receive reminders. Simply switch on the toggle button of the option you wish to be notified for; etc.
Example of updates would be: team member leaves a note in your deal; client uploads a document via Client Portal; partner (referrer) logs in to their portal for the first time.
Examples of reminders would be: your finance due date is reached; your task is due tomorrow; deal became stale; etc.
E-MAIL EACH EVENT
This means that an email for each change in Salestrekker will be instantly sent to your account email address. You will receive the notification as actions are happening.
E-MAIL SUMMARY
You receive a daily email with a summary of all activities that have happened the previous day. This way you can keep track of lesser priorities and changes that don’t require your full or immediate attention.
SMS EACH EVENT
This means that you will instantly get an SMS for each relevant change that takes place in Salestrekker. Messages sent for this event use SMS credits from your organization Billings page and are delivered to your account mobile number.
SLACK EACH EVENT
If you integrate Slack (done under Settings > 3rd party applications) you will have this option. When switched on, you will receive a Slack message with all details about Salestrekker event.
Email each event and Email summary cannot be on at the same time.
List of events
Full list of events you can receive an update or reminder for:
Deals:
New deal created where I’m the owner (for Deal owner)
Existing deal where ownership changed to me (for Deal owner)
My deal changes stage (for Deal owner and Deal team member)
My deal changes status (for Deal owner and Deal team member)
My deal settlement date is tomorrow (for Deal owner and Deal team member)
My deal settlement date reached (for Deal owner and Deal team member)
My deal settlement date is overdue (for Deal owner and Deal team member)
My deal finance due date is tomorrow (for Deal owner and Deal team member)
My deal finance due date reached (for Deal owner and Deal team member)
My deal finance due date is overdue (for Deal owner and Deal team member)
My deal becomes stale (for Deal owner and Deal team member)
Tasks:
New task assigned to me
Task assigned to me completed
Task assigned to me is due tomorrow
Task assigned to me due date reached
Task assigned to me overdue
Notes:
New note in my deal (for Deal owner and Deal team member)
New note in my deal via Client Portal (for Deal owner and Deal team member)
New note in my deal via Partner Portal (for Deal owner and Deal team member)
New note in my workflow via Client Portal (for Workflow owners)
Files:
New file in my deal (for Deal owner and Deal team member)
New file in my deal via Client Portal (for Deal owner and Deal team member)
New file in my deal via Partner Portal (for Deal owner and Deal team member)
New file in my workflow via Client Portal (for Workflow owners)
Client Portal:
Client logged in for the first time (for Deal owner)
Client updated fact find in my deal (for Deal owner)
Client updated fact find in my deal notification works if finish button is clicked by clients in the last available tab in edit profile feature on their client portal.
Notification will be triggered every time an update is made and the finish button is clicked.
Partner Portal:
Partner logged in for the first time (for Deal owner)