Salestrekker

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

Contacts page

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

Adding Contacts

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

Editing contacts

How to delete (remove) contact

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

Filtering Contacts

How to export contacts from Salestrekker to your desktop

Export your contacts

Keeping master finance profile information

Contact finance profile

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

Contact labels

Contact notes and tasks

Tips on how to maximize contact Finance profile feature

Best use of Finance profile (under Contact)

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

ID Document OCR

Removing duplicate contacts from the system.

How to safely remove duplicate contacts from system

How we verify phone numbers, email and street addresses

Changes to Phone, email and address verification

Salestrekker HQ

Lilly

Zac Munjiza

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

Contacts

Find answers and get help from Intercom Support and Community Experts

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