Mobile Apps

Articles about Salestrekker iOS and Android apps

Phillip Djukanovic avatar Lilly Lausevic avatar Matthew avatar
18 articles in this collection
Written by Phillip Djukanovic, Lilly Lausevic, and Matthew

Deal summary sidebar - access contact page and copy info to clipboard (currently iOS only)

How to use contact options when I have multiple contacts in a deal? You can pen contact screen or use copy to clipboard options in sidebar
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Add multiple contacts to a Deal in mobile Apps (currently iOS only)

How to add more contacts to a deal, company contact and existing contacts (not to create duplicates)
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Documents - open, preview, share and store document files from mobile app (currently iOS only)

Open, preview and share documents inside mobile app (email, messengers), save to device or store to cloud storage (Dropbox, Google Drive)
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Edit deal in mobile apps (currently iOS only)

How to edit basic deal informations - deal value, name, due date, labels and contact list - in mobile app
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

App security - Unlock screen on app opening (currently iOS app only)

Why is my mobile app require unlock to be performed every time I open it?
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Deal tile color options in mobile apps (currently iOS only)

Color code your board to navigate between deals with ease
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Task search and sorting and navigating to a Deal or Contact (currently iOS only)

How to use Tasks search and sort options and how to navigate from Task to Deal or Contact task is assigned to
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Client Tasks and Notes (currently on iOS only)

See and write tasks related to Clients in mobile app.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Add photos and documents

How to add a photo and/or document to a deal in Salestrekker's mobile application
Lilly Lausevic avatar
Written by Lilly Lausevic
Updated over a week ago

Call/SMS/Email client

Contacting clients from Deals view, from the deal and from the contact's profile
Matthew avatar
Written by Matthew
Updated over a week ago

Add Notes

Adding notes to the Salestrekker android application
Lilly Lausevic avatar
Written by Lilly Lausevic
Updated over a week ago

Main menu

Changing workflows, accessing help-desk articles and signing out of the Salestrekker android application
Matthew avatar
Written by Matthew
Updated over a week ago

Add Task

Adding a task from the general view and from within a deal itself
Lilly Lausevic avatar
Written by Lilly Lausevic
Updated over a week ago

Add Contact

Adding contacts in the Salestrekker android application
Matthew avatar
Written by Matthew
Updated over a week ago

Add Deal

How to create a new deal in the mobile app
Lilly Lausevic avatar
Written by Lilly Lausevic
Updated over a week ago

How to see Deal Summary and Contacts in a Deal

Accessing the summary of the deal from within the deal
Matthew avatar
Written by Matthew
Updated over a week ago

Search on Android

Searching Salestrekker through the android application
Matthew avatar
Written by Matthew
Updated over a week ago

Android Login Screen

Log into Salestrekker application with url and 2FA explanation included
Matthew avatar
Written by Matthew
Updated over a week ago