Advice and answers from the Salestrekker Team

Getting Started

This section covers main elements and basic functions of Salestrekker.

Dalibor Ivkovic avatar Phillip Djukanovic avatar Nick Nikolic avatar +1
17 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Nick Nikolic and 1 other

Settings

Setting up your account and organisation

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +3
32 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 3 others

Workflows and Deals

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +4
31 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 4 others

Tasks

Dalibor Ivkovic avatar Phillip Djukanovic avatar
5 articles in this collection
Written by Dalibor Ivkovic and Phillip Djukanovic

Broker Tools

Articles explaining use of broker tools in Salestrekker

Dalibor Ivkovic avatar Phillip Djukanovic avatar Zac Munjiza avatar +6
45 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Zac Munjiza and 6 others

Asset Finance Tools

All asset/equipment finance knowledge articles

Dalibor Ivkovic avatar
7 articles in this collection
Written by Dalibor Ivkovic

Integrations

Dalibor Ivkovic avatar Phillip Djukanovic avatar Nick Nikolic avatar +1
21 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Nick Nikolic and 1 other

Client Portal

Dalibor Ivkovic avatar Matthew avatar Dinar Zakirov avatar
6 articles in this collection
Written by Dalibor Ivkovic, Matthew, and Dinar Zakirov

Partner Portal

How to use partner (referrer) portal in Salestrekker

Dalibor Ivkovic avatar Phillip Djukanovic avatar
5 articles in this collection
Written by Dalibor Ivkovic and Phillip Djukanovic

Email, SMS, Phone

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +1
23 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 1 other

Documents and Files

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +5
22 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 5 others

Video Conferencing

Dalibor Ivkovic avatar Phillip Djukanovic avatar Dinar Zakirov avatar
7 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, and Dinar Zakirov

Contacts

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

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +2
14 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 2 others

Automation

Phillip Djukanovic avatar
6 articles in this collection
Written by Phillip Djukanovic

Mobile Apps

Articles about Salestrekker iOS and Android apps

Phillip Djukanovic avatar Lilly Lausevic avatar Matthew avatar
18 articles in this collection
Written by Phillip Djukanovic, Lilly Lausevic, and Matthew

Release Notes

A chronological list of Salestrekker features and bug fixes

Ana Babic avatar
2 articles in this collection
Written by Ana Babic