Advice and answers from the Salestrekker Team

Getting Started

This section covers main elements and basic functions of Salestrekker.

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Settings

Setting up your account and organisation

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Workflows and Deals

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Tasks

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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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Integrations

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Client Portal

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Partner Portal

How to use partner (referrer) portal in Salestrekker

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Email, SMS, Phone

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Documents and Files

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Video Conferencing

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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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Automation

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Written by Phillip Djukanovic