Information required to create a new organisation in Salestrekker:
Quality logo with transparent background (ideal size 600 x 100 pixels)
User list (First name, Last name, email) with roles - admin or non-admin
Document branding (.docx) - letterhead, logo
Advanced:
CSV file for Data Import (Contacts of Deals)
Referrers list (*Note* partner portal fee is charged per partner per month) – Full name and email. This can be sent per each user
Client Portal video url
Custom options
Standard steps in creating New Organisation:
Add New organisation, type Name and url
When in new org set initial Details – Time zone, date format (Settings > Details)
Resize logo externally to 480x80 format
Upload resized ST format logo and choose colour theme
Add "SMS from name" to Connect – Settings > Connect
Add Marketing Email Sender (organization owner email by default) – Settings > Marketing > Configuration
Add initial Task templates: “Follow up with Client”, “Follow up with lender”, “Progress Deal”
Add company branding to ST Merge/Compliance templates
Upload ST Merge/Compliance templates
Add users, select admins
Assign users to workflows and choose workflow owners – Settings > Workflows
Add referrers and assign them to users – if this option is chosen
Import data – if this option is chosen
Switch organization ownership to User
Send them support resources: Help desk, Webinars, Booking links etc.
Custom options:
Setup custom process - Workflows and stages, Templates, Automation:
Create and setup Workflows – Settings > Workflows
Create and setup templates – Settings > Task, External notification, Required document checklists, Merge documents
Assign templates to Workflow Automation - Settings > Workflows > Automate
Create Marketing notification templates – Settings > Marketing > Templates
Automate marketing notifications to events – Settings > Marketing > Templates
Setup Permissions
Setup Client Portal options (Contents, custom messages and client notification options) – Settings > Client Portal
Setup Partner Portal options – permissions and notifications to Referrers
Integrate Web forms
Create custom Merge/Compliance templates (upon their input)
Create Custom fields (and merge them to templates if needed)
Create Custom Reports and Data export templates
Create Custom Filters – Deals, Contacts
What users should do upon first login:
My Account: Complete information and add signature - Settings > My Account
Enter accreditations: Settings > My Accreditations (*Lender accreditations for Broker tools are selected from “+Add Lender Accreditation” option)
Company details: (if owner or admin) – Settings > Details
My Personalisation: and Integrations: Select your preferences and add your accounts to Salestrekker (Dropbox, Slack, Bank Statements)
My Updates and Reminders: Select when and how would you like to be notified - Settings > My Updates and Reminders
Setup Password and Security options
Go through Settings and change wanted details (if owner or admin)