Salestrekker 1.0
Instructional materials, and problem-solving resources for ST 1.0.
Salestrekker API
Teamchat Feature
WebloanQ
Embedding WebloanQ on your site and Salestrekker automation
Access referrals feature
Generating WebloanQ iframes and customization
Zapier integration
Activate WebloanQ and pricing
How to utilize Calendly through Salestrekker
WebloanQ examples and use cases
Introduction to WebloanQ
Contacts page
Adding Contacts
Editing contacts
How to delete (remove) contact
Filtering Contacts
Export your contacts
Contact finance profile
Contact labels
Contact notes and tasks
Best use of Finance profile (under Contact)
ID Document OCR
How to safely remove duplicate contacts from system
Changes to Phone, email and address verification