Advice and answers from the Salestrekker Team

Getting Started

This section covers main elements and basic functions of Salestrekker.

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Written by Phillip Djukanovic, Dalibor Ivkovic, Nick Nikolic and 2 others

Settings

Setting up your account and organisation

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Workflows and Deals

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Tasks

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Written by Phillip Djukanovic and Dalibor Ivkovic

Broker Tools

Articles explaining use of broker tools in Salestrekker

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Asset Finance Tools

All asset/equipment finance knowledge articles

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Written by Dalibor Ivkovic

Integrations

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Written by Dalibor Ivkovic, Mike Nikolic, Nick Nikolic and 1 other

Client Portal

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Written by Dinar Zakirov, Matthew, and Dalibor Ivkovic

Partner Portal

How to use partner (referrer) portal in Salestrekker

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Written by Phillip Djukanovic and Dalibor Ivkovic

Connect - Email, SMS, Phone, Chat

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Documents and Files

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Video Conferencing

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Written by Dalibor Ivkovic, Dinar Zakirov, and Phillip Djukanovic

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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Written by Dalibor Ivkovic, Messias Colle, Mina Rakocevic and 2 others

Automation

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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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Written by Phillip Djukanovic, Lilly Lausevic, and Matthew

Release Notes

A chronological list of Salestrekker features and bug fixes

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Written by Ana Babic

Verifications

Verification processes and integrations

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Written by Dalibor Ivkovic and Mina Rakocevic