Salestracker features a basic calendar to tracks tasks, find out more about it here. Continue reading →

Salestracker can generate reports based on your activity, find out how to create these reports in this article. Continue reading →

If you upload a lot of documents, you may occasionally need to manage them. Find out how here. Continue reading →

You can store documents along with records, a handy feature if you need to keep track of quotes, spreadsheets or PDFs. Find out about documents in this article. Continue reading →

Campaigns are used to tie lists, documents and leads together. Find out how to create and manage them here. Continue reading →

The record view’s “Activity” tab holds a history of activity between your company and another company. Find out more about it here. Continue reading →

Creating leads is a simple process and can help track your prospective business opportunities. Find out how to create a lead in this article. Continue reading →

Leads track business transactions with companies. Learn about them here. Continue reading →

For relationships to be effective, you need to add them where required and update them as time goes on. Find out how in this article. Continue reading →

Relationships allow you to track your company’s relationship with another company. Find out about the overview in this article. Continue reading →

Learn how Salestracker displays companies in the “record” view. Also features details on the sidebar widget and how to set or unset an alert message. Continue reading →

Learn how to create a task, including setting email reminders and assigning tasks to other people. Continue reading →

Find out how to manage your tasks in Salestracker. Continue reading →

Advanced users can add other users to the system – find out how here. Continue reading →

Advanced users have the ability to control what other users in their subscription can see and do on Salestracker. Learn more in this article. Continue reading →

Learn the difference between ranking and pipeline. Continue reading →

Learn how to customise various fields within Salestracker. Continue reading →

Change the way you view folders under Saved Lists. Continue reading →

Change the way Salestracker displays lists. Continue reading →

Salestracker features a number of dashboards, and you can select which one you want to work with. Continue reading →