Connect - Email, SMS, Phone, Chat

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +1
19 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 1 other
Email

How to send emails from Salestrekker?

How to send emails to deal contacts. How to add emails as note.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Send Email to Multiple Contacts

Sending email from deal view
Dinar Zakirov avatar
Written by Dinar Zakirov
Updated over a week ago

Email lenders Supporting Documents.

Step by step option to send lender supporting documents form broker tools or a deal.
Dinar Zakirov avatar
Written by Dinar Zakirov
Updated this week

Copy email and phone to clipboard

How to copy and use email address and phone number
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to setup email signature

Add your signature as plain text or copy paste from online mail client
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Resolve emails going to "Junk / Spam" folder with email rules or filters

How to easily resolve Salestrekker emails going to Junk / Spam folder by applying email rules or filters for Outlook and Gmail users
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Email signature has no images

I copy/pasted my email signature to My Account Settings and it's showing broken link icon and no images
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Email to Notes code shown as "undefined"

Email to Notes code shown as "undefined" in Outlook
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Setting email aliases

Use an alias to send emails from a different account than the main one
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to save a clients response/return email as Note in Salestrekker, reasons for email to notes not working

How to save clients emails as Notes in deals. How to use email to notes bcc code to save client replies and reasons why it may not work.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Open email links in Salestrekker with Outlook (PC)

How to set Outlook as default mail client on my computer. How to open all email links with Outlooks and send emails using it.
Messias Colle avatar
Written by Messias Colle
Updated over a week ago