Salestrekker 2.0 now features Quick Actions.
They are accessible from both the deal view & broker tools.

With them you can Add Notes, Add Tasks, Add Required Documents, Add Checklists & Upload Files to the deal.

To add notes to a deal click on the quick actions button visible in the deal view & every page in the broker tools.
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Once here select the "Add Note" button as seen below.
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This will open a new tab where you can input the title of the note, the contents of the note (includes text editing toolbar similar to what's available when writing emails), labels & an option to upload files that will be attached to the note.
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Once uploaded it can be found in the appropriate Notes tab:
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- Edit the note (This can be used to upload new files to the note)
- Add/Remove labels from the note
- Mark the note as important
- Delete the note
- Download the file in the note
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Via the same Quick Action button you're able to quick assign tasks to yourself or other people present in the same workflow that have access to the deal.
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When a task is created the following 3 drop downs are available:
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- Task Details
- Sub-Tasks
- Repeat Options
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This section refers to the primary details of the task such as the name, due date, priority, who it's assigned to, labels & task comments.
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In this section extra sub-tasks can be added & dragged up or down the list based on priority / preference.
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This a feature that allows the user to choose when the feature will repeat itself & how often.
When the feature will start (On what date specifically) & when the option will end.
The end option can be select to be Always, Never & Date.
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Once a task has been added it can be found in the "Tasks" tab in the deal view
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When the task itself is clicked on, you will be taken to the tasks tab for an overview of it
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You can add required documents via the Quick Action button visible in the deal overview.
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Once opened the option to either select a single required document can be added or a template.
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Required document templates can be made in Required Documents tab located in Settings > Templates
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Checklist templates can be found in Settings > Checklist Templates.
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Here new ones can be made and existing checklists filtered and edited as needed.

When creating a new checklist templates you'll be required to enter the name in order to save the template.
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You can then add comments, labels or any task templates that the top of this article covers.
These are not required for the checklist template to be saved.

Now once you're in the deal of your choice you can use these created checklist templates via the quick action button.
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Once pressed you'll have the option to select the due date & which team member the checklist is assigned to.
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Do note multiple contacts can be added.
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You can upload documents to the deal by selecting the quick tools button and selecting "Upload documents" in the deal overview.
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The uploaded documents can be found in the Files section of the deal.
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