Navigating Salestrekker
1. Deals (Workflows) | 9. Board View |
2. Tasks | 10. List View |
3. Contacts | 11. Forecast View |
4. Reports | 12. Add New Deal |
5. Quick Tools | 13. Main Search |
6. Library | 14. Notifications |
7. Settings | 15. Knowledge Base |
8. Filters (Deals) |
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All Account and Organisation details, Automation, Templates, Processes, and Integrations can be found in the Settings section.
Add Deals
To add a new deal, open a workflow in which you are looking to create the deal and click on "Add new" button in top right corner.
Add Contacts
Contacts can be added either in Contacts tab or directly in the deal.
To add contacts in Contacts tab, click on Contacts button on left side menu, select if the contact will be a Person or a Company and click on "Add new" button in top right corner.
To add a contact directly in the deal, click on Add contact button in the deal and you will be able to choose whether the contact is an existing or a new contact and if it's a person or a company contact. Complete all mandatory fields and click Save when done.
New contact added in the deal will be automatically added in Contacts tab as well.
Add Tasks
There are couple of ways tasks can be added - through tasks tab, directly in the deal, through automation and it can be linked directly to a contact.
To add add a task in Task tab, click on Task button on left side menu and click on "+Add new" in top right corner
To add a task directly in the deal, simply click on tasks section in the deal, click on "Quick actions" button in top right corner and click on Add task.