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Contacts

Contacts

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

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +2
13 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 2 others

Best use of Finance profile (under Contact)

Tips on how to maximise contact Finance profile feature
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

ID Document OCR

Optical Character Recognition (OCR) of ID documents to extract data
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Fixed Rate Expiry

How to run a report on your loan fixed rate expiry date
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

Export your contacts

How to export contacts from Salestrekker to your desktop
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

Phone, email and address verification

How we verify phone numbers, email and street addresses
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Changing secondary to 1st applicant

Changing the order of clients in your deal.
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

How to safely remove duplicated contacts from system

Removing duplicate contacts from the system.
Zac Munjiza avatar
Written by Zac Munjiza
Updated over a week ago

Contact notes and tasks

Adding notes and tasks on contact
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Contact finance profile

Keeping master finance profile information
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
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.
Phillip Djukanovic avatar
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.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Contacts page

Find and use contacts page. See all active and closed deals with contact. Edit contact details. See complete relationship with contact.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Adding Contacts

Adding new contacts in deals. Adding new contacts in contacts. Importing contacts.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago