When using Salestrekker 2.0, you can work on multiple deals or pages at the same time.
Our web browser allows you to keep multiple views open so you can work faster and avoid losing your place.
Below are three easy ways to do this.
Option 1: Open a Deal in a New Tab
This is the simplest and most commonly used method.
Go to your Deal View
Locate the deal card you want to open
Right-click on the deal card
Select “Open link in new tab”
A second browser tab will open with the deal, while your original tab remains on the pipeline.
Option 2: Duplicate Your Current Tab
This is useful if you are already inside a deal and another instance of this open to duplicate the deal.
Right-click on the browser tab you currently have open (at the top of your browser)
Select “Duplicate”
You will now have two identical tabs open showing the same deal.
You can now click on Change Deal and "Duplicate" the deal to work on a second instance.
Option 3: Use Split View (Chrome & Microsoft Edge Only)
Chrome and Edge allow you to view two panels side-by-side.
Go to the pipeline
Right-click on a deal card
Select “Split View”
Your pipeline will stay visible on one side of the screen and the deal preview will open on the other.
Please note: If you open a new tab and log into Salestrekker again, you will end up logging yourself out of your first instance.