Navigating Workflows
To access or switch to a specific Workflow in Salestrekker 2.0, click on the 'Deal' button located on the left sidebar.
You can then choose a workflow from the list or use the search bar for faster navigation.
Workflow Views (Board, List, Forecast)
Depending on your preferences you can choose how deals are shown in your Workflows:
Board View - shows deals in Kanban style board (deals are further arranged in Stages)
List View - shows deals sorted in a list
Forecast View - a snapshot of deals which are projected to be settled in the current month and the following three months
SORTING DEALS
Deals in Board and Forecast Views are by default sorted by date of creation.
Deals in List View can be sorted by deal title, stage and estimated settlement date.
At the top of each workflow view, you can see the cumulative values for all your deals, including open and settled deals.
Board View
The Board View can be considered a default view for workflows. Each time you access any workflow, this will be the view that will display your deals.
Deals are organized into Stages or columns, each representing a step in the application process as defined by you in your custom workflows or defined by your aggregator for Enterprise inherited workflows.
HIDING STAGES
If your workflows contain multiple stages, you can hide them in Board View by clicking on the stage card. This action will collapse the stage into a vertical line. To reveal the stage again, simply click the vertical line.
The Stage tiles will display the total value of all active deals inside the stage as well as the total number of active deals in the stage.
List View
List View organizes all your deals into a list format, presenting key deal information in columns.
While in List View, you can select multiple deals and complete following actions:
Edit deal team members
Add/remove deal labels
Move deal to another workflow
Choose deal tile color
Archive deal(s)
Forecast View
The Forecast View organizes your deals into monthly stages based on their settlement dates.
Using the previous and next arrows beside the Forecast View icon, you can shift the month stages to the future or past months.
The 'Today' button will reset the view to the current and next 3 months.
Deal Filters
Deal filters in Salestrekker 2.0 are located in the second side bar on the left-hand side.
Clicking the 'Hamburger' button, you can expand or collapse the side bar. From there, you can either add a new filter or choose from the ones you have already created.
Use Existing Deal Filter
To use an existing deal filter, click the 'Filters' button.
Now all of your existing filters will be listed, and you can apply any deal filter to your workflow by simply clicking on the filter title.
Editing an Existing Deal Filter
To edit deal filters, click the 'Actions' button located next to each listed filter and picking the 'Edit filter' option.
From the 'Actions' menu you can also delete a single filter.
Delete a Deal Filter
To remove one or multiple deal filters from the existing list, first select the ones you want to delete by checking the box to the left of their title, then click the 'Bin' icon located above the list.
This action will permanently delete your deal filters.
Exiting a Deal Filter
Once you apply a filter to your workflow, if you wish to exit the filter, simply click the 'X' icon on the filter label.
The label for the active filter is located beside the Workflow View buttons.
Creating a new Deal Filter
To create and use a new deal filter, first click the 'Add new filter' button.
Next, enter the name/title of your new deal filter (1).
Pick if the new filter should be applied to Active or Archived deals (2).
Choose your filtering conditions (click the 'Plus' icon) (3).
Lastly, click the 'Crete and apply' button (4).
In 'Matches all conditions' section, ALL of the selected conditions must be met for the filter to work.
In 'Matches any conditions' section, any of the selected conditions can be met.
Deal Tile Items and Actions
Tile Items
Depending on what you selected in your Settings > My Personalisation tab, the following options can be displayed on your deal tiles:
Deal title (will be shown by default)
Deal type (will be shown by default)
Deal state/status
Deal value (linked to the chosen lender and loan amount)
Lender pfp
Client(s), deal owner and/or partner linked to the deal
Actions (will be shown by default)
Settlement due date or finance due date
Deal labels
To learn how you can customise what should be displayed on your deal tiles, please check out our ______ article.
Deal Actions
Clicking the 'Binoculars' icon on the deal tile will open a pop-up window that provides an overview of your deal information, along with an analytics section for deal notes, tasks, documents, and the client portal.
Along with this information, you may also carry out the following deal actions:
Edit deal
Choose color (change deal tile color)
Move (deal) to another workflow
Archive (deal)
Go to deal
