Advice and answers from the Salestrekker Team

Getting Started

This section covers main elements and basic functions of Salestrekker.

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18 articles in this collection
Written by Phillip Djukanovic, Dalibor Ivkovic, Nick Nikolic and 2 others

Settings

Setting up your account and organisation

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

Workflows and Deals

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27 articles in this collection
Written by Phillip Djukanovic, Dalibor Ivkovic, Mina Rakocevic and 4 others

Tasks

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

Broker Tools

Articles explaining use of broker tools in Salestrekker

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47 articles in this collection
Written by Dalibor Ivkovic, Dinar Zakirov, Mina Rakocevic and 5 others

Asset Finance Tools

All asset/equipment finance knowledge articles

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7 articles in this collection
Written by Dalibor Ivkovic

Integrations

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21 articles in this collection
Written by Lilly, Dalibor Ivkovic, Mike Nikolic and 2 others

Client Portal

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

Partner Portal

How to use partner (referrer) portal in Salestrekker

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

Connect - Email, SMS, Phone, Chat

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22 articles in this collection
Written by Dalibor Ivkovic, Dinar Zakirov, Phillip Djukanovic and 1 other

Documents and Files

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22 articles in this collection
Written by Lilly, Phillip Djukanovic, Dinar Zakirov and 4 others

Video Conferencing

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6 articles in this collection
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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14 articles in this collection
Written by Lilly, Dalibor Ivkovic, Messias Colle and 3 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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18 articles in this collection
Written by Phillip Djukanovic, Lilly, and Matthew

Release Notes

A chronological list of Salestrekker features and bug fixes

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3 articles in this collection
Written by Ana Babic

Verifications

Verification processes and integrations

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2 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