Advice and answers from the Salestrekker Team

Getting Started

This section covers main elements and basic functions of Salestrekker.

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17 articles in this collection
Written by Phillip Djukanovic, Dalibor Ivkovic, and Lilly

Settings

Setting up your account and organisation

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32 articles in this collection
Written by Dalibor Ivkovic, Lilly, Phillip Djukanovic and 3 others

Workflows and Deals

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

Tasks

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6 articles in this collection
Written by Phillip Djukanovic and Dalibor Ivkovic

Reports and Dashboard

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5 articles in this collection
Written by Dalibor Ivkovic and Messias Colle

Broker Tools

Articles explaining use of broker tools in Salestrekker

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43 articles in this collection
Written by Dalibor Ivkovic, Lilly, Mike Nikolic and 4 others

Asset Finance Tools

All asset/equipment finance knowledge articles

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9 articles in this collection
Written by Nikki, Dalibor Ivkovic, and Lilly

Integrations

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36 articles in this collection
Written by Lilly, Phillip Djukanovic, Dalibor Ivkovic and 4 others

Client Portal

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6 articles in this collection
Written by Lilly, Dalibor Ivkovic, and Phillip Djukanovic

Partner Portal

How to use partner (referrer) portal in Salestrekker

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4 articles in this collection
Written by Dalibor Ivkovic and Phillip Djukanovic

Connect - Email, SMS, Phone, Chat

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20 articles in this collection
Written by Phillip Djukanovic, Lilly, Dalibor Ivkovic and 2 others

Documents and Files

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21 articles in this collection
Written by Tiana, Mina Rakocevic, Lilly and 4 others

Video Conferencing

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2 articles in this collection
Written by Tiana

Contacts

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

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12 articles in this collection
Written by Phillip Djukanovic, Mina Rakocevic, Messias Colle and 3 others

Automation

Automate email and SMS notification, document and task creation

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5 articles in this collection
Written by Phillip Djukanovic

Mobile Apps

Articles about Salestrekker iOS and Android apps

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20 articles in this collection
Written by Phillip Djukanovic, Dalibor Ivkovic, and Lilly

Release Notes

A chronological list of Salestrekker features and bug fixes

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5 articles in this collection
Written by Ana Babic

Verifications

Verification processes and integrations

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3 articles in this collection
Written by Dalibor Ivkovic and Mina Rakocevic

Internal KB

KB articles and procedures accessible by Salestrekker staff only

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1 article in this collection
Written by Dalibor Ivkovic