Skip to main content
All CollectionsGetting StartedSalestrekker Basics
Checklist - New Organisation Setup
Checklist - New Organisation Setup

Quality Control check list for creating new organisation. Needed information, custom set-up and steps to take when login to new account

Lilly avatar
Written by Lilly
Updated over a week ago

Information required to create a new organisation in Salestrekker:

  • Quality logo with transparent background (ideal size 600 x 100 pixels)

  • User list (First name, Last name, email) with roles - admin or non-admin

  • Document branding (.docx) - letterhead, logo

Advanced:

  • CSV file for Data Import (Contacts of Deals)

  • Referrers list (*Note* partner portal fee is charged per partner per month) – Full name and email. This can be sent per each user

  • Client Portal video url

  • Custom options

Standard steps in creating New Organisation:

  • Add New organisation, type Name and url

  • When in new org set initial Details – Time zone, date format (Settings > Details)

  • Resize logo externally to 480x80 format

  • Upload resized ST format logo and choose colour theme

  • Add "SMS from name" to Connect – Settings > Connect

  • Add Marketing Email Sender (organization owner email by default) – Settings > Marketing > Configuration

  • Add initial Task templates: “Follow up with Client”, “Follow up with lender”, “Progress Deal”

  • Add company branding to ST Merge/Compliance templates

  • Upload ST Merge/Compliance templates

  • Add users, select admins

  • Assign users to workflows and choose workflow owners – Settings > Workflows

  • Add referrers and assign them to users – if this option is chosen

  • Import data – if this option is chosen

  • Switch organization ownership to User

  • Send them support resources: Help desk, Webinars, Booking links etc.

Custom options:

  • Setup custom process - Workflows and stages, Templates, Automation:

Create and setup Workflows – Settings > Workflows

Create and setup templates – Settings > Task, External notification, Required document checklists, Merge documents

Assign templates to Workflow Automation - Settings > Workflows > Automate

  • Create Marketing notification templates – Settings > Marketing > Templates

  • Automate marketing notifications to events – Settings > Marketing > Templates

  • Setup Permissions 

  • Setup Client Portal options (Contents, custom messages and client notification options) – Settings > Client Portal

  • Setup Partner Portal options – permissions and notifications to Referrers

  • Integrate Web forms

  • Create custom Merge/Compliance templates (upon their input)

  • Create Custom fields (and merge them to templates if needed)

  • Create Custom Reports and Data export templates

  • Create Custom Filters – Deals, Contacts

What users should do upon first login:

  • My Account: Complete information and add signature - Settings > My Account 

  • Enter accreditations: Settings > My Accreditations (*Lender accreditations for Broker tools are selected from “+Add Lender Accreditation” option)

  • Company details: (if owner or admin) – Settings > Details

  • My Personalisation: and Integrations: Select your preferences and add your accounts to Salestrekker (Dropbox, Slack, Bank Statements)

  • My Updates and Reminders: Select when and how would you like to be notified - Settings > My Updates and Reminders

  • Setup Password and Security options

  • Go through Settings and change wanted details (if owner or admin)

Did this answer your question?