Settings

Setting up your account and organisation

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

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

Gateway Accreditations

How to add your gateway accreditations
Lilly avatar
Written by Lilly
Updated over a week ago

eSignature - can't find signature request in email inbox

Signature request emails end up in spam/junk folder or are stacked/grouped
Lilly avatar
Written by Lilly
Updated over a week ago

Our data security

Our measures in place to ensure client's data security
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Data Export Feature

How to export data for a single user or entire organisation
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to change personal and organization address

Change personal and organization address
Mike Nikolic avatar
Written by Mike Nikolic
Updated over a week ago

Organization Settings

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

Adding Lender Accreditation

How to add lender accreditation
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

Why did I get two invoices - one for Mortgage Broker and one for Loan Processor

Seems I was billed twice - Mortgage broker and Loan Processor subscription two invoices explained.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Disabling users

How (and when) to disable users
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Enabling and using Two-factor authentication login

How to enable two-factor / 2 step authentication login for better security and how to use it. How to login with 2 step authentication.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Salestrekker API

Using API to connect your web application with Salestrekker. API documentation and developer tools.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated this week

How to create Labels and different Labels types?

How to create your labels in Settings and what can you label in Salestrekker
Nick Nikolic avatar
Written by Nick Nikolic
Updated over a week ago

How to buy credits for SMS and eSignatures

Why is SMS disabled? Why do I get low SMS/eSignatures notifications. How to buy SMS and eSignature credits, manually or automatic.
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

Data Import Schema

Column headers for automated filed mapping during import
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

User Roles - System Admin vs Non-Admin users

How to determine which user will have admin privileges and which not. What do admin users and non-admin users see when they login
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

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

Custom Fields

How to create and manage custom fields
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

Updates and Reminders - different notification types

What do "E-mail each event", "SMS each event", "E-mail summary" and "Slack" each event do?
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

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

Import data

How to import data from the external CRM or database
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

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

Embedding a webform on your site

Generating a web form iframe code and embedding to the website to save new leads directly in Salestrekker
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
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

My Account Settings - Set up your account

Individual user account settings: add photo, add your personal, contact and professional details. Add your signature to Salestrekker.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Personalization

Personalise look and feel of your board. Integrate your favourite apps.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Passwords and Security & Forgotten password

How to change password and what to do if you forget your login details.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Adding and Removing Users

Steps to add and remove users in Salestrekker
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Permissions Setting

How to set up access rights and permissions in Salestrekker
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago