Settings

Setting up your account and organisation

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +4
33 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 4 others
Organization Settings

Details - Organization Settings

How to set up and brand your organisation in Salestrekker
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated this week

Edit logo with Pixlr to use in organisation

How to adjust your logo in PIXLR online image editor for uploading to organisation settings
Lilly avatar
Written by Lilly
Updated this week

Change Organisation Owner

How to change organisation ownership to another user. Where to switch organisation owner.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Users Settings

Add and remove users in Salestrekker. Disable user accounts. Manage your organization user accounts. Account types.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated this week

Connect Settings

Rent phone number. Manage call and SMS usage.
Lilly avatar
Written by Lilly
Updated this week

Marketing Settings (email/SMS)

I don't see Email option under marketing. I don't see SMS option in marketing or in chat. How to configure marketing email signature.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated this week

Client Portal Settings

How to set up Client Portal
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Written by Dalibor Ivkovic
Updated this week

Partner Portal Settings

How to set up Partner Portal
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Written by Dalibor Ivkovic
Updated this week

Permissions Setting

How to set up access rights and permissions in Salestrekker
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Written by Dalibor Ivkovic
Updated this week

Password Policy Setup

How to setup mandatory password setup conditions - password expiry date, minimum character number, case and special character options.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Settings - Groups and Branches

Create new organizations, transfer branch to another group, add/remove managing agents, check user accounts
Lilly avatar
Written by Lilly
Updated over a week ago

Plan and billing setup

How to choose between user plans, how to choose to be billed monthly/annually and subscribe to Salestrekker.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Change number of Users and Partners in billing list

How to add or remove Users and Partners from subscription and billing list.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

How to manage number of billable users, partners and phone lines

Plan and billing details and how to control your costs and payment options on monthly level.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Change existing subscription plan / Change payment method

Change Payment and billing details. Change user plan, buy additional credits. Change payment method. Cancel main subscription.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago