Getting Started
This section covers main elements and basic functions of Salestrekker.
Settings
Setting up your account and organisation
Workflows and Deals
Tasks
Reports and Dashboard
Broker Tools
Articles explaining use of broker tools in Salestrekker
Asset Finance Tools
All asset/equipment finance knowledge articles
Integrations
Client Portal
Partner Portal
How to use partner (referrer) portal in Salestrekker
Connect - Email, SMS, Phone, Chat
Documents and Files
Video Conferencing
Contacts
How to add and manage contact details. How to segment and filter your contact base. How to export contact details.
Automation
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
Verifications
Verification processes and integrations