There are multiple ways to contact your clients within the Salestrekker Android application.

Note: If you are contacting the client via the option 1. and 2. below, once you finish the call and return to Salestrekker you will be prompted to input a note which will be saved to the application directly if you want, and after you send an SMS through Salestrekker the SMS will be automatically saved to the deal.

  1. First way is to, while in the “Deals” view, click on the three dots on the far right of the application ticket (first screenshot below) and the options for contacting the client will appear (second screenshot).

 

2. Second way is to contact your client within the deal. While inside the deal click on the orange “+” button in the lower right (screenshot below) and same options will appear – to call client/ send SMS (screenshot two).
 

   3. Third option to contact your client is from the “Contact tab”, where you can find “Phone” icon to the right of the contact. It will give you additional options to contact client via Email/ Call or SMS.

Did this answer your question?