Salestrekker

How to configure Organization setting in Salestrekker 2.0 and organization details, how to manage users and how to customize appearance?

Organisation Settings

How to set up fully customisable Client Portal on Salestrekker 2.0. How to share and revoke access to Client Portal.

Client Portal

How to set up the Partner Portal in Salestrekker 2.0 and invite Referrers.

Partner Portal

Learn more about user roles and permissions in Salestrekker 2.0

Roles and Permissions

How to add a new task template? How to add a new document template? How to add a new required document template?

Templates

How to add labels? How to add workflows? How to add deal statuses and deal types?

Process

How to create and use custom fields and custom field groups in Salestrekker 2.0. Organize fields into groups and apply them.

Custom Fields and Custom Field Groups

How to Set Up and Manage Automations in Salestrekker 2.0. Create automations, manage triggers, conditions, actions and troubleshoot issues.

Automation

How to configure Broker Tools in Salestrekker 2.0, how to manage lenders and commissions? How to configure financial buffers?

Broker tools Settings

Setting up premium, finance and BID exceptions

Premium or Finance BID exceptions

Accounts and Identities

How to transfer leads, deals between organisations and users in Salestrekker 2.0

Access Referrals

How to set up your email signature in 2.0

Generating a web form iframe code and embedding to the website to save new leads directly in Salestrekker

Webforms

How to change referrer's name and phone number in Partner Portal settings.

Updating Referral Partner details

How to add and reorder custom stages in inherited workflows

Adding Custom Stages to Inherited Workflows

Renaming tool

Hide workflows

Salestrekker HQ

Lilly

Rade Mrvic

Advanced Settings

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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