Salestrekker

Guide and necessary steps and needed actions to complete when logging in to the Salestrekker 2.0 for the first time.

First time login

Navigating Salestrekker 2.0

How to log in and out of your Salestrekker 2.0 account. How to use 2 factor authentication (2FA) in Salestrekker 2.0

Login / Sign out and 2FA

Login and password troubleshooting in Salestrekker 2.0

Forgot password / Password reset

How to setup my Salestrekker 2.0 account? How to change my password? How to configure updates and reminders and adjust user interface.

Account Settings

How to complete the mentorship process in Salestrekker 2.0?
Request mentor approval.
Approve/reject mentee applications as mentor.

Mentoring functionality

How to manage multiple deals at the same time in Salestrekker 2.0

How to Work on Multiple Deals at a time

Clear cache and cookies in Chrome, Firefox and Safari

How to clear cache memory on your browser

Salestrekker HelpDesk Live Chat Support Working Hours

How to send a message to our Help Desk team. How to browse our Knowledge Base. How to see latest release notes and news.

How to use the Help Desk in Salestrekker 2.0

Lilly

Salestrekker HQ

Rade Mrvic

Basics

Find answers and get help from Intercom Support and Community Experts

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Customer Portal.

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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.

Prototype answer unavailable

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