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ADVICE AND ANSWERS FROM THE SALESTREKKER TEAM


Most Viewed Articles
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GETTING STARTED

This section covers main elements and basic functions of Salestrekker.


By Dalibor and 2 others3 authors18 articles


SETTINGS

Setting up your account and organisation


By Lilly and 4 others5 authors31 articles


WORKFLOWS AND DEALS


By Dalibor and 5 others6 authors25 articles


TASKS


By Dalibor and 1 other2 authors6 articles


REPORTS AND DASHBOARD


By Dalibor1 author5 articles


BROKER TOOLS

Articles explaining use of broker tools in Salestrekker


By Dalibor and 5 others6 authors43 articles


ASSET FINANCE TOOLS

All asset/equipment finance knowledge articles


By Dalibor and 1 other2 authors9 articles


INTEGRATIONS


By Dalibor and 6 others7 authors37 articles


CLIENT PORTAL


By Dalibor and 2 others3 authors6 articles


PARTNER PORTAL

How to use partner (referrer) portal in Salestrekker


By Dalibor and 1 other2 authors4 articles


CONNECT - EMAIL, SMS, PHONE, CHAT


By Dalibor and 2 others3 authors20 articles


DOCUMENTS AND FILES


By Mina and 5 others6 authors21 articles


VIDEO CONFERENCING


By Tiana1 author2 articles


CONTACTS

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


By Dalibor and 4 others5 authors12 articles


AUTOMATION

Automate email and SMS notification, document and task creation


By Phillip1 author5 articles


MOBILE APPS

Articles about Salestrekker iOS and Android apps


By Dalibor and 2 others3 authors20 articles


RELEASE NOTES

A chronological list of Salestrekker features and bug fixes


By Ana and 1 other2 authors6 articles


VERIFICATIONS

Verification processes and integrations


By Dalibor and 1 other2 authors3 articles
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