Salestrekker

How to determine which user will have admin privileges and which not. What do admin users and non-admin users see when they login.

User Roles - Admin vs Non-Admin users

My two factor authentication is not working. I need to change my 2 factor authentication. 2FA/MFA not working.

2FA Troubleshooting

How to rebrand default compliance documents that are added to your account by default

Modifying Compliance Document Templates

How to build a commision group. How to select a commission group in deals.

Creating and Selecting Commission Groups

How to change personal and organization address

How to adjust your logo in PIXLR online image editor for uploading to organization settings

Edit logo with Pixlr to use in organization

Salestrekker HQ

Mike

Lilly

Settings

Individual user account set up: add photo, add your personal, contact and professional details, add your email signature to Salestrekker

My Account

My Accreditations

Personalise the look and feel of your board.

My Personalization

Different notification types. What do "E-mail each event", "SMS each event", "E-mail summary" and "Slack" each event do?

My Updates and Reminders

How to change your account password. What to do if you forget your login details. How to reset your account password.

My Password and Security

How to enable two-factor authentication / 2FA / 2 step authentication login for improved security. How to use 2FA to log in.

Enabling and using two-factor authentication login

Installing two factor authentication (2FA/MFA) on more than on device. Adding 2FA on new phone.

How to install 2FA on multiple devices

Mina

Personal Account Settings

How to set up and brand your organization in Salestrekker

Details (Settings)

Add and remove users in Salestrekker. Disable user accounts. Manage your organization user accounts. Account types.

Users (Settings)

How to change organisation ownership to another user. Where to switch organisation owner.

Organisation Owner

Disabling user accounts

Rent phone numbers. Manage call and SMS usage.

Connect (Settings)

I don't see Email option under marketing. I don't see SMS option in marketing or in chat. How to configure marketing email signature.

Marketing (Settings)

Client Portal (Settings)

Partner Portal (Settings)

How to set up access rights and permissions in Salestrekker

Permissions (Settings)

Create new organizations, transfer branch to another group, add/remove managing agents, check user accounts

Groups and Branches (Settings)

How to add or remove Users and Partners from subscription and billing list. How to rent and un-rent phones.

How to manage the number of billable users, partners and phone lines

Change Payment and billing details. Change user plan, buy additional credits. Change payment method. Cancel main subscription.

Choose or change subscription plan; Change card details; Cancel subscription

Organization Settings

How to create labels. Different label types explained.

Labels (Settings)

Custom Fields (Settings)

How to create and manage Workflows and Stages. Create custom and multiple workflows, add or delete stages, assign users and add automation.

Workflows (Settings)

Process

How to import data. Import deals, contacts, notes, tasks.

Data Import

Column headers for automated field mapping during import

Data Import Schema

How to export data for a single user or entire organisation

Data Export Feature

Data

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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