Salestrekker

Dalibor Ivkovic

Articles about Salestrekker iOS and Android apps

Installing and using iPhone iOS application

How to use contact options when I have multiple contacts in a deal? You can pen contact screen or use copy to clipboard options in sidebar

Open, preview and share documents inside mobile app (email, messengers), save to device or store to cloud storage (Dropbox, Google Drive)

How to add more contacts to a deal, company contact and existing contacts (not to create duplicates)

How to edit basic deal informations - deal value, name, due date, labels and contact list - in mobile app

How to use Tasks search and sort options and how to navigate from Task to Deal or Contact task is assigned to

Color code your board to navigate between deals with ease

See and write tasks related to Clients in mobile app.

Why does my mobile app require an unlock to be performed every time I open it?

Find Salestrekker Android app on Google Play Store, install, sign in and basic tips for navigating around.

Log into Salestrekker application with url and 2FA explanation included

Changing workflows, accessing help-desk articles and signing out of the Salestrekker android application

How to add a photo and/or document to a deal in Salestrekker's mobile application

How to create a new deal in the mobile app

Adding contacts in the Salestrekker android application

Adding notes to the Salestrekker android application

Adding a task from the general view and from within a deal itself

Searching Salestrekker through the android application

Accessing the summary of the deal from within the deal

Contacting clients from Deals view, from the deal and from the contact's profile