Email, SMS, Phone

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar
22 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, and Messias Colle

Outlook Integration

Outlook mail, contacts and tasks integration
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Written by Dalibor Ivkovic
Updated over a week ago

Google integration

Google contacts and tasks integration and use
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Written by Dalibor Ivkovic
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

Copy email and phone to clipboard

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

Marketing Automation

How to setup marketing templates and send them at specific dates to Clients
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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
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Written by Phillip Djukanovic
Updated over a week ago

Cannot login to telephony center error

Can't use phone. Big red triangle error in connect center. Rented number, but phone is not working.
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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

E-mail to notes (bcc) code not working?

Most common reasons E-mail to notes (bcc) code does not create a new Note in deal.
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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

How to send automated Birthday greeting card (VIDEO)

Adding contacts Date of Birth. Configure Birthday card marketing notification template. Enabling birthday automation and assigning template
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Necessary Settings for Marketing (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.
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Written by Phillip Djukanovic
Updated over a week ago

How to setup email signature

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

Using Connect to send SMS

How to send SMS in Salestrekker? How to store SMS message as a note to a deal?
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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
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Written by Phillip Djukanovic
Updated over a week ago

How to send emails from Salestrekker?

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

Use phone in Salestrekker

Where is phone located in Salestrekker? How to dial numbers. Number formatting when making phone calls. Taking notes in phone call.
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Written by Phillip Djukanovic
Updated over a week ago

Using Marketing - email and SMS campaigns (Video)

Sending email and SMS marketing campaigns. Creating Marketing notification templates.
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Written by Phillip Djukanovic
Updated over a week ago

How to setup and use Call scripts?

Call script templates, how to add them and where to use them when calling from Salestrekker
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Written by Phillip Djukanovic
Updated over a week ago

Rent Phone Number(s) in Salestrekker? (and Unrent them)

I don't see phone icon in connect center? Rent new phone number. Assign users to phone. Unrent/delete phone from Salestrekker.
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Written by Phillip Djukanovic
Updated over a week ago

How to save a clients response/return email as Note in Salestrekker?

How to save clients emails as Notes in deals. How to use email to notes bcc code to save client replies.
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Written by Phillip Djukanovic
Updated over a week ago

Connect: Phone and SMS

Set up VOIP phone and SMS
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Written by Dalibor Ivkovic
Updated over a week ago