Salestrekker

I logged in and I can't see Deals in main menu bar.

No Deals button in main navigation menu

Seeing information under various permission settings

Impact of permissions to deal, contact and task visibility

Dalibor Ivkovic

Lilly

Mina

Workflows and Deals

How to filter deals in workflow and how to make custom filter templates

Filtering Deals

How to move and progress deals to different workflow or stage

Moving Deal through the Workflows and Stages

Change Deal Tile Color

Managing Deals from Workflow

How to copy existing deal with just Client Profile information or with Broker/Asset Finance Tools for new application with same client

Duplicate or Clone Deal

How to assign labels to a deal, how to label documents and tasks inside a deal and how to configure filters based on labels

Deal Labels

How to Delete/Pause deal or mark deal as Won/Lost.

How to change Deal status or delete it?

How to reopen and unlock settled deals?

Undo delete deal action. Undelete deals. Unarchive deals.

How to recover deleted deals?

Basic Deal Operations

Use Notes, Tasks, Files, Client profile or Broker tools to capture all necessary informations and updates about a deal

Deal View

Cannot see user to add as a deal owner, deal team member or task assignee.

Can't select user as deal owner, deal team member or task assignee

Assign Team members to a deal so non-admin users can see and access ticket and also receive all Deal notifications and updates

Deal Team members

Remove a client from a deal. Remove guarantor from a deal.

How to delete contact/client from a deal?

Changing the order of clients in your deal. Switch second and first applicant.

Changing secondary to first applicant

Verifications of phone, email, address, credit checks, ABN lookup, social profile, income and expenses and property searches.

Using integrations to verify client's position

Employment & income types and how to set them up in your deals, step by step

Employment & Income

Changes to expense categories, multiple households and expense buffers

Expenses

How to add guarantors in deal and how they affect servicing, buffers and document production

Guarantors

How to link married and de facto partners

Linking contacts as spouses

Copy address options in Client profile

Company ABN search

Working in Deals

How to manage data imported to GEM from Baseplate

Managing deals migrated from Baseplate

Best practices to handle data migrated to Salestrekker from other CRMs

Managing imported data

What is the required information to be able to process commission

GEM NZ - post deal to commission

Other

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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