Advice and answers from the Salestrekker Team
Getting Started
This section covers main elements and basic functions of Salestrekker.
By Dalibor and 2 others3 authors18 articles
Settings
Setting up your account and organisation
By Lilly and 4 others5 authors31 articles
Workflows and Deals
By Dalibor and 5 others6 authors25 articles
Tasks
By Dalibor and 1 other2 authors6 articles
Reports and Dashboard
By Dalibor1 author5 articles
Broker Tools
Articles explaining use of broker tools in Salestrekker
By Dalibor and 5 others6 authors43 articles
Asset Finance Tools
All asset/equipment finance knowledge articles
By Dalibor and 1 other2 authors9 articles
Integrations
By Dalibor and 6 others7 authors37 articles
Client Portal
By Dalibor and 2 others3 authors6 articles
Partner Portal
How to use partner (referrer) portal in Salestrekker
By Dalibor and 1 other2 authors4 articles
Connect - Email, SMS, Phone, Chat
By Dalibor and 2 others3 authors20 articles
Documents and Files
By Mina and 5 others6 authors21 articles
Video Conferencing
By Tiana1 author2 articles
Contacts
How to add and manage contact details. How to segment and filter your contact base. How to export contact details.
By Dalibor and 4 others5 authors12 articles
Automation
Automate email and SMS notification, document and task creation
By Phillip1 author5 articles
Mobile Apps
Articles about Salestrekker iOS and Android apps
By Dalibor and 2 others3 authors20 articles
Release Notes
A chronological list of Salestrekker features and bug fixes
By Ana and 1 other2 authors6 articles
Verifications
Verification processes and integrations
By Dalibor and 1 other2 authors3 articles