Salestrekker

Find and use contacts page. See all active and closed deals with contact. Edit contact details. See complete relationship with contact.

Contacts page

Adding new contacts in deals. Adding new contacts in contacts. Importing contacts.

Edit personal, contact, identification and employment details of clients. Client categories. Marketing and notifications opt-in options.

How to create Contacts filters and to apply them. How to remove contact filters and see all contacts.

How to export contacts from Salestrekker to your desktop

Keeping master finance profile information

Info on contact labels. How to label your contacts from deals or contact cards.

Tips on how to maximize contact Finance profile feature

Optical Character Recognition (OCR) of ID documents to extract data

Removing duplicate contacts from the system.

How we verify phone numbers, email and street addresses

How to add and manage contact details. How to segment and filter your contact base. How to export contact details.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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