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Most Viewed Articles
Getting Started

This section covers main elements and basic functions of Salestrekker.


Setting up your account and organisation

Workflows and Deals
Reports and Dashboard
Broker Tools

Articles explaining use of broker tools in Salestrekker

Asset Finance Tools

All asset/equipment finance knowledge articles

Client Portal
Partner Portal

How to use partner (referrer) portal in Salestrekker

Connect - Email, SMS, Phone, Chat
Documents and Files
Video Conferencing

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


Automate email and SMS notification, document and task creation

Mobile Apps

Articles about Salestrekker iOS and Android apps

Release Notes

A chronological list of Salestrekker features and bug fixes


Verification processes and integrations