1. Finding Salestrekker app on Google Play Store
Go to Play Store app on your phone and search for 'salestrekker' (regardless of which version of Salestrekker you use). Link to Play Store is here.
2. Installing app on your phone
Open Salestrekker app and enter three fields required.
Enter the URL from the version of Salestrekker you are using. Only enter URL text that sits between 'https://' and '.salestrekker.com'. In the example below that text is 'app'.
Then enter your user name and password and click on 'Sign in' button.
3. Using the Android application on your phone
The Android application will allow you to:
Add deals and contacts;
View deals in a workflow (one stage per screen);
Search for deals, contacts and tasks;
Move deals form stage to stage;
View deals and summary;
Complete existing tasks;
Save photos and documents from your phone to a deal (e.g. client support docs during the interview);
Call client and take notes of the call;
Send client an SMS and email from the app and save those as notes in a deal;
Switch between organisations (if you have more than one Salestrekker organisation linked to your email);
The following are limitations of the Android application:
Broker tools and calculators are not available on current version of the app;
Users cannot assign tasks to other users (then themselves);
Filtering deals, tasks and contacts isn't supported on the app;
Marketing functionality isn't supported by the app;
Settings cannot be changed;
Deleting deals, contacts, notes, tasks or documents isn't supported;
Refreshing the current workflow can only be done by changing the workflow - same for refreshing the deal you would have to exit the deal and then return to it;
4. Tips and actions
Click on three dots on deal card to:
call/sms/email client
add note
add document
edit deal
change deal tile color
When in workflow/stage view, press menu icon in top right corner to see:
navigation between workflows
switch organisation
HelpDesk Knowledge Base and
logout controls
When inside deal, swipe from right to left to access deal summary information (value, expected settlement date, summary notes, labels) and client details:
In every screen use circle action button to add deals, notes, SMS, email, call, document, etc. Button can have more than one function that will appear when you click on it first time:
5. Limitations and functions currently not available on the app
Broker tools and calculators are not available on current version of the app;
Users cannot edit deal in this version of Android app;
Users cannot assign task to other users (then themselves);
Filtering deals, tasks and contacts isn't supported on the app;
Marketing functionality isn't supported by the app;
Settings are limited;
Android App is optimised for phone usage; Tablet users should access full site.