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 Dalibor Ivkovic, Phillip Djukanovic, Nick Nikolic and 1 other

Settings

Setting up your account and organisation

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Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 3 others

Workflows and Deals

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

Tasks

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

Broker Tools

Articles explaining use of broker tools in Salestrekker

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Written by Dalibor Ivkovic, Phillip Djukanovic, Zac Munjiza 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 Dalibor Ivkovic, Phillip Djukanovic, Nick Nikolic and 1 other

Client Portal

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5 articles in this collection
Written by Dalibor Ivkovic and Matthew

Partner Portal

How to use partner (referrer) portal in Salestrekker

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

Email, SMS, Phone

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22 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, and Messias Colle

Documents and Files

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

Video Conferencing

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

Automation

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6 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 Lausevic, and Matthew

Release Notes

A chronological list of Salestrekker features and bug fixes

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2 articles in this collection
Written by Ana Babic