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 1 other

Settings

Setting up your account and organisation

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Written by Dalibor Ivkovic, Mina Rakocevic, Phillip Djukanovic and 4 others

Workflows and Deals

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Tasks

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Written by Phillip Djukanovic and Dalibor Ivkovic

Reports and Dashboard

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Written by Dalibor Ivkovic and Messias Colle

Broker Tools

Articles explaining use of broker tools in Salestrekker

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Written by Dalibor Ivkovic, Nikki, Mina Rakocevic and 5 others

Asset Finance Tools

All asset/equipment finance knowledge articles

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Written by Dalibor Ivkovic and Lilly

Integrations

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Written by Phillip Djukanovic, Dalibor Ivkovic, Lilly and 4 others

Client Portal

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Written by Dinar Zakirov, Dalibor Ivkovic, Phillip Djukanovic and 1 other

Partner Portal

How to use partner (referrer) portal in Salestrekker

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Written by Dalibor Ivkovic and Phillip Djukanovic

Connect - Email, SMS, Phone, Chat

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Documents and Files

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Written by Messias Colle, Dalibor Ivkovic, Paul Nikolic and 6 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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Written by Phillip Djukanovic, Mina Rakocevic, Messias Colle and 3 others

Automation

Automate email and SMS notification, document and task creation

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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 Dalibor Ivkovic, Phillip Djukanovic, Nick Nikolic and 1 other

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

Internal KB

KB articles and procedures accessible by Salestrekker staff only

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Written by Dalibor Ivkovic