# Salestrekker Help Center

> Help center for Salestrekker

## Basics

- [First time login](http://support.salestrekker.com/en/articles/8098256-first-time-login.md): Guide and necessary steps and needed actions to complete when logging in to the Salestrekker 2.0 for the first time.
- [Navigating Salestrekker 2.0](http://support.salestrekker.com/en/articles/12830928-navigating-salestrekker-2-0.md): How to navigate Salestrekker 2.0
- [Login / Sign out and 2FA](http://support.salestrekker.com/en/articles/8094636-login-sign-out-and-2fa.md): How to log in and out of your Salestrekker 2.0 account. How to use 2 factor authentication \(2FA\) in Salestrekker 2.0
- [Forgot password / Password reset](http://support.salestrekker.com/en/articles/8094641-forgot-password-password-reset.md): Login and password troubleshooting in Salestrekker 2.0
- [Account Settings](http://support.salestrekker.com/en/articles/8094643-account-settings.md): How to setup my Salestrekker 2.0 account? How to change my password? How to configure updates and reminders and adjust user interface.
- [Mentoring functionality](http://support.salestrekker.com/en/articles/11083754-mentoring-functionality.md): How to complete the mentorship process in Salestrekker 2.0? Request mentor approval. Approve/reject mentee applications as mentor.
- [How to Work on Multiple Deals at a time](http://support.salestrekker.com/en/articles/13862638-how-to-work-on-multiple-deals-at-a-time.md): How to manage multiple deals at the same time in Salestrekker 2.0
- [How to clear cache memory on your browser](http://support.salestrekker.com/en/articles/1839755-how-to-clear-cache-memory-on-your-browser.md): Clear cache and cookies in Chrome, Firefox and Safari
- [Salestrekker HelpDesk Live Chat Support Working Hours](http://support.salestrekker.com/en/articles/5999790-salestrekker-helpdesk-live-chat-support-working-hours.md): Live chat working hours
- [How to use the Help Desk in Salestrekker 2.0](http://support.salestrekker.com/en/articles/14729387-how-to-use-the-help-desk-in-salestrekker-2-0.md): How to send a message to our Help Desk team. How to browse our Knowledge Base. How to see latest release notes and news.

## Main Elements

- [Deal \(Workflows\)](http://support.salestrekker.com/en/articles/8094120-deal-workflows.md): How to access Workflows? How to change Workflow views \(Board, List, Forecast\)? How to filter deals? Deal tile actions.
- [Tasks](http://support.salestrekker.com/en/articles/8094123-tasks.md): Managing tasks in Salestrekker 2.0
- [Task View](http://support.salestrekker.com/en/articles/8094124-task-view.md): Working in Tasks in Salestrekker 2.0
- [Contacts](http://support.salestrekker.com/en/articles/8094125-contacts.md): Differences between Person and Company type of contacts. How to manage contacts in Salestrekker 2.0
- [Contact View](http://support.salestrekker.com/en/articles/8094141-contact-view.md): Working inside contact details in Salestrekker 2.0
- [Reports](http://support.salestrekker.com/en/articles/8094511-reports.md): How to use reports in Salestrekker 2.0 for your deals, tasks, person and companies. How to filter data and use export options.
- [Quick Tools | Home Loans](http://support.salestrekker.com/en/articles/9783840-quick-tools-home-loans.md): Using quick tools for home loan applications in Salestrekker 2.0
- [Search Tool](http://support.salestrekker.com/en/articles/8094523-search-tool.md): Search for deals, contacts tasks, workflows and QT scenarios in Salestrekker 2.0
- [Notification Center](http://support.salestrekker.com/en/articles/8094525-notification-center.md): Accessing and managing In-app notifications in Salestrekker 2.0
- [Knowledge Base - Help Desk](http://support.salestrekker.com/en/articles/8094526-knowledge-base-help-desk.md): How to use the Knowledge Base in Salestrekker 2.0. Find help articles, chat with support agents, and toggle chat feature on and off.
- [AI Components](http://support.salestrekker.com/en/articles/16105334-ai-components.md): Compliance AI and Translate AI

## Deal View

- [Deal View Tabs](http://support.salestrekker.com/en/articles/8232514-deal-view-tabs.md): Use designated tabs to capture all necessary information and keep track of progress on a deal in Salestrekker 2.0
- [Change Deal](http://support.salestrekker.com/en/articles/8094571-change-deal.md): How to edit, label and copy deals; how to move deals through workflows and stages; how to change deal status in Salestrekker 2.0
- [Add Contact](http://support.salestrekker.com/en/articles/8094573-add-contact.md): How to add a new or existing person/company in Salestrekker 2.0?
- [Send Email](http://support.salestrekker.com/en/articles/9784808-send-email.md): How to send emails from deals in Salestrekker 2.0 How to forward external emails to deal notes.
- [Send SMS](http://support.salestrekker.com/en/articles/9784908-send-sms.md): How to send an SMS to a Contact from the Deal View tab in Salestrekker 2.0
- [Quick Actions](http://support.salestrekker.com/en/articles/8232517-quick-actions.md): Shortcut for most used actions in Salestrekker 2.0
- [Credit Quote](http://support.salestrekker.com/en/articles/10001669-credit-quote.md): How to create a Credit Quote and document in Salestrekker 2.0 for Home Loan and Asset Finance applications.
- [Interview mode](http://support.salestrekker.com/en/articles/14791763-interview-mode.md): What is interview mode and how to use it in Salestrekker 2.0

## Broker Tools

- [Client Profile](http://support.salestrekker.com/en/articles/8094593-client-profile.md): General use, feel and navigation of Client Profile in Salestrekker 2.0
- [Home Loan Tools](http://support.salestrekker.com/en/articles/8094594-home-loan-tools.md): How to work in broker tools for residential applications in Salestrekker 2.0
- [Scenarios](http://support.salestrekker.com/en/articles/8232525-scenarios.md): How to create, manage and select different Scenarios in Salestrekker 2.0
- [Commissions](http://support.salestrekker.com/en/articles/8232527-commissions.md): How to build a commission group in Salestrekker 2.0. How to select a commission group in deals. Commission contracts
- [Compliance Comments and Documents](http://support.salestrekker.com/en/articles/8232530-compliance-comments-and-documents.md): Best interest duty requirements in Salestrekker 2.0, broker comments, verification, monthly financial positions, disclosures.
- [Summary](http://support.salestrekker.com/en/articles/8232531-summary.md): Final review of all important information of your Salestrekker 2.0 deal
- [\(AU\) Downloading and using pre-populated lender serviceability calculators](http://support.salestrekker.com/en/articles/10065326-au-downloading-and-using-pre-populated-lender-serviceability-calculators.md): How to download and use lender serviceability calculators in Salestrekker 2.0
- [\(NZ\) Downloading and using pre-populated lender serviceability calculators](http://support.salestrekker.com/en/articles/10100611-nz-downloading-and-using-pre-populated-lender-serviceability-calculators.md): How to download and use lender serviceability calculators in Salestrekker 2.0
- [Lodgement](http://support.salestrekker.com/en/articles/8232533-lodgement.md): How to use lodgements in Salestrekker 2.0: Which gateways are supported? How to activate and manage them? How to use them in deals?
- [Maximum Borrowing Worksheet](http://support.salestrekker.com/en/articles/15479945-maximum-borrowing-worksheet.md): How to use Maximum Borrowing \(Servicing Calculator\) within home loan tools
- [Consumer Finance](http://support.salestrekker.com/en/articles/16158118-consumer-finance.md): How to use unsecured and secured personal loans as well as consumer asset finance in Consumer Finance tools.
- [Refinance Analysis](http://support.salestrekker.com/en/articles/16290815-refinance-analysis.md)

## Structuring Deals

- [Structuring Home Loan Deals](http://support.salestrekker.com/en/articles/8094646-structuring-home-loan-deals.md): Calculating funding position in broker tools. Doing purchase, refinance, top-up \(increase\) or equity release loans in Salestrekker 2.0.
- [Deals with same client and multiple securities](http://support.salestrekker.com/en/articles/13154626-deals-with-same-client-and-multiple-securities.md): How to structure deal/s for the same clients with multiple securities in Salestrekker 2.0
- [Company/Trust applications - 2.0](http://support.salestrekker.com/en/articles/13521722-company-trust-applications-2-0.md): How to set up a Company/Trust application where Directors/Beneficiaries are Guarantors in 2.0
- [SMSF Deal Structure - 2.0](http://support.salestrekker.com/en/articles/13522043-smsf-deal-structure-2-0.md): How to create Self Managed Super Fund \(SMSF\) application in 2.0
- [Bridging loans](http://support.salestrekker.com/en/articles/14605420-bridging-loans.md): How to structure bridging loan deals
- [How to structure a deal with multiple splits with different securities](http://support.salestrekker.com/en/articles/15415974-how-to-structure-a-deal-with-multiple-splits-with-different-securities.md): This article will explain how to set up a loan with multiple splits that have different securities
- [Negative Gearing](http://support.salestrekker.com/en/articles/16154636-negative-gearing.md): Due to the recent changes proposed by the Federal Budget, the Negative Gearing calculation functionality has been enhanced

## Integrations

- [Bank Statements by Illion](http://support.salestrekker.com/en/articles/8232563-bank-statements-by-illion.md): How to integrate Bankstatements with Salestrekker 2.0? How to request bankstatements from clients?
- [Annature \(eSignatures\)](http://support.salestrekker.com/en/articles/9788185-annature-esignatures.md): How to prepare, send and complete eSign requests with Annature in Salestrekker 2.0
- [Equifax](http://support.salestrekker.com/en/articles/9784906-equifax.md): How to use Equifax integration in Salestrekker 2.0
- [Illion AccessSeeker and CompanyExtract +](http://support.salestrekker.com/en/articles/9794742-illion-accessseeker-and-companyextract.md): How to integrate and use Illion credit check. How to get Illion credit report and credit score.
- [RP Data](http://support.salestrekker.com/en/articles/8232576-rp-data.md): How to use RP data integration in Salestrekker 2.0
- [Pricefinder](http://support.salestrekker.com/en/articles/9792683-pricefinder.md): Integrating your Pricefinder account with Salestrekker 2.0
- [Glass’s](http://support.salestrekker.com/en/articles/9797449-glass-s.md): How to utilize Glass's in Salestrekker 2.0 Asset Finance deals
- [MailChimp](http://support.salestrekker.com/en/articles/8232580-mailchimp.md): How to set up and use MailChimp in Salestrekker 2.0
- [Allianz Insurance](http://support.salestrekker.com/en/articles/8232589-allianz-insurance.md): Setup and use of Allianz integration in Salestrekker 2.0
- [MyConnect](http://support.salestrekker.com/en/articles/8232593-myconnect.md): Setup and use of MyConnect integration in Salestrekker 2.0
- [Stash](http://support.salestrekker.com/en/articles/10576341-stash.md): How to use Stash property reports in Salestrekker 2.0
- [ALI Group](http://support.salestrekker.com/en/articles/10975508-ali-group.md): How to activate and use ALI group integration in Salestrekker 2.0
- [Compare Club](http://support.salestrekker.com/en/articles/10976300-compare-club.md): How to set up and use Compare Club integration in Salestrekker 2.0
- [Life Insurance Direct](http://support.salestrekker.com/en/articles/10976545-life-insurance-direct.md): How to setup and use Life Insurance Direct in Salestrekker 2.0
- [Credit Fix Solutions](http://support.salestrekker.com/en/articles/10976696-credit-fix-solutions.md): How to set up and use Credit Fix Solutions in Salestrekker 2.0
- [Campaign Monitor](http://support.salestrekker.com/en/articles/10976998-campaign-monitor.md): How to set up and use Campaign Monitor in Salestrekker 2.0
- [Policy AI](http://support.salestrekker.com/en/articles/14858029-policy-ai.md): How to set up and use Policy AI tool in Salestrekker
- [ID Verse](http://support.salestrekker.com/en/articles/16609736-id-verse.md): How to use digital VOI \(verification of identity\) by ID Verse

## Advanced Settings

- [Organisation Settings](http://support.salestrekker.com/en/articles/8232600-organisation-settings.md): How to configure Organization setting in Salestrekker 2.0 and organization details, how to manage users and how to customize appearance?
- [Client Portal](http://support.salestrekker.com/en/articles/9788724-client-portal.md): How to set up fully customisable Client Portal on Salestrekker 2.0. How to share and revoke access to Client Portal.
- [Partner Portal](http://support.salestrekker.com/en/articles/9977734-partner-portal.md): How to set up the Partner Portal in Salestrekker 2.0 and invite Referrers.
- [Roles and Permissions](http://support.salestrekker.com/en/articles/8232606-roles-and-permissions.md): Learn more about user roles and permissions in Salestrekker 2.0
- [Templates](http://support.salestrekker.com/en/articles/8232608-templates.md): How to add a new task template? How to add a new document template? How to add a new required document template?
- [Process](http://support.salestrekker.com/en/articles/8232610-process.md): How to add labels? How to add workflows? How to add deal statuses and deal types?
- [Custom Fields and Custom Field Groups](http://support.salestrekker.com/en/articles/8232611-custom-fields-and-custom-field-groups.md): How to create and use custom fields and custom field groups in Salestrekker 2.0. Organize fields into groups and apply them.
- [Automation](http://support.salestrekker.com/en/articles/8232612-automation.md): How to Set Up and Manage Automations in Salestrekker 2.0. Create automations, manage triggers, conditions, actions and troubleshoot issues.
- [Broker tools Settings](http://support.salestrekker.com/en/articles/9841909-broker-tools-settings.md): How to configure Broker Tools in Salestrekker 2.0, how to manage lenders and commissions? How to configure financial buffers?
- [Premium or Finance BID exceptions](http://support.salestrekker.com/en/articles/9861866-premium-or-finance-bid-exceptions.md): Setting up premium, finance and BID exceptions
- [Accounts and Identities](http://support.salestrekker.com/en/articles/10224037-accounts-and-identities.md): What is an identity? Identity use cases
- [Access Referrals](http://support.salestrekker.com/en/articles/12956622-access-referrals.md): How to transfer leads, deals between organisations and users in Salestrekker 2.0
- [How to set up your email signature in 2.0](http://support.salestrekker.com/en/articles/13331298-how-to-set-up-your-email-signature-in-2-0.md): Setting up email signature
- [Webforms](http://support.salestrekker.com/en/articles/13680129-webforms.md): Generating a web form iframe code and embedding to the website to save new leads directly in Salestrekker
- [Updating Referral Partner details](http://support.salestrekker.com/en/articles/13996557-updating-referral-partner-details.md): How to change referrer's name and phone number in Partner Portal settings.
- [Adding Custom Stages to Inherited Workflows](http://support.salestrekker.com/en/articles/14002322-adding-custom-stages-to-inherited-workflows.md): How to add and reorder custom stages in inherited workflows
- [Renaming tool](http://support.salestrekker.com/en/articles/15282973-renaming-tool.md): How to set up and use renaming tool
- [Hide workflows](http://support.salestrekker.com/en/articles/15820163-hide-workflows.md): How to hide workflows in organisation

## Enterprise

- [Enterprise Settings](http://support.salestrekker.com/en/articles/8232624-enterprise-settings.md): Setup Enterprise and Enterprise Settings in Salestrekker 2.0, manage sub-orgs, set up professional licenses, configure user accounts.

## FAQ

- [Can one automation start another?](http://support.salestrekker.com/en/articles/8232619-can-one-automation-start-another.md): Understanding Automation Chains and Infinite Loops in Salestrekker 2.0. How to avoid infinite loops? How to troubleshoot issues?
- [Where do you add lender accreditations?](http://support.salestrekker.com/en/articles/9821493-where-do-you-add-lender-accreditations.md): How to input lender accreditations in Salestrekker 2.0. Where to access, how to manage accreditations and what permissions are needed?
- [SMS to email - SMSGlobal](http://support.salestrekker.com/en/articles/10504865-sms-to-email-smsglobal.md): How to setup SMS to email with SMSGlobal?
- [Labels for Note templates](http://support.salestrekker.com/en/articles/11810105-labels-for-note-templates.md): How to use labels for Note templates in 2.0
- [Enable pop-ups on Chrome browser \(Desktop\)](http://support.salestrekker.com/en/articles/13660013-enable-pop-ups-on-chrome-browser-desktop.md): Fixing broken images and graphs in Salestrekker 2.0 by enabling browser pop-ups.
- [Broker Tools in Salestrekker 2.0 - Frequently Asked Questions](http://support.salestrekker.com/en/articles/13914542-broker-tools-in-salestrekker-2-0-frequently-asked-questions.md): How to enter data correctly in broker tools. Most common questions about broker tools.
- [Email SPF record](http://support.salestrekker.com/en/articles/4300176-email-spf-record.md): SPF DNS record for validating Emails sent from Salestrekker

## Release Notes

- [Release Notes 2024](http://support.salestrekker.com/en/articles/9942480-release-notes-2024.md): Release notes of all Salestrekker 2.0 deployments
- [Release Notes 2025](http://support.salestrekker.com/en/articles/10392920-release-notes-2025.md): Release notes of all Salestrekker 2.0 deployments
- [Release Notes 2026](http://support.salestrekker.com/en/articles/13451833-release-notes-2026.md): Release notes of all Salestrekker 2.0 deployments

## Salestrekker 1.0

- [Document OCR](http://support.salestrekker.com/en/articles/16838366-document-ocr.md): Optical character recognition \(OCR\) of ID and other documents in Salestrekker 2.0