Contacts

How to add and manage contact details. How to segment and filter your contact base. How to export contact details.

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12 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 3 others

Contacts page

Find and use contacts page. See all active and closed deals with contact. Edit contact details. See complete relationship with contact.

Written by Phillip Djukanovic
Updated over a week ago

Adding Contacts

Adding new contacts in deals. Adding new contacts in contacts. Importing contacts.

Written by Phillip Djukanovic
Updated over a week ago

Editing contacts

Edit personal, contact, identification and employment details of clients. Client categories. Marketing and notifications opt-in options.

Written by Phillip Djukanovic
Updated over a week ago

How to delete (remove) contact

Removing contact from contact tab

Written by Mina Rakocevic
Updated over a week ago

Filtering Contacts

How to create Contacts filters and to apply them. How to remove contact filters and see all contacts.

Written by Phillip Djukanovic
Updated over a week ago

Export your contacts

How to export contacts from Salestrekker to your desktop

Written by Messias Colle
Updated over a week ago

Contact finance profile

Keeping master finance profile information

Written by Dalibor Ivkovic
Updated over a week ago

Contact labels

Info on contact labels. How to label your contacts from deals or contact cards.

Written by Lilly
Updated over a week ago

Contact notes and tasks

Adding notes and tasks on contact

Written by Dalibor Ivkovic
Updated over a week ago

Best use of Finance profile (under Contact)

Tips on how to maximise contact Finance profile feature

Written by Dalibor Ivkovic
Updated over a week ago

ID Document OCR

Optical Character Recognition (OCR) of ID documents to extract data

Written by Dalibor Ivkovic
Updated over a week ago

How to safely remove duplicated contacts from system

Removing duplicate contacts from the system.

Written by Zac Munjiza
Updated over a week ago