Quotes Overview

Please note this article only applies if you are subscribed to Salestracker’s CRM functionality, as the process described in this article cannot be followed if you are subscribed to the data-only version of Salestracker. This article describes quotes in general. … Continue reading

List Exclusion Preferences

Please note that this tutorial article only applies to users given advanced manager permissions on Salestracker. By default, Salestracker will exclude any record marked as “Do not contact” from lists which are built using the list builder. However, there may … Continue reading

Credit Rating Alerts

Please note that this tutorial article only applies to users given advanced manager permissions on Salestracker. Salestracker allows managers to set up email alerts notifying them of credit rating changes on records based on their relationship status. To utilise this … Continue reading

Mobile Login Preference

By default Salestracker will attempt to determine what kind of device you are using. If you are using a mobile device it will attempt to serve you the Salestracker mobile web app optimised for mobile devices. However, you can override … Continue reading

Map integrated data with Salestracker
live data graphic

What is Real-time Data?

Insight Data, the specialist data provider for the construction and fenestration industry was formed in 2006. The vision was to provide the industry with the freshest and most up-to date information ever seen. This would improve marketing responses and subsequently … Continue reading

Salestracker
Salestracker CRM with geolocation technology

Contact Customisation

We recommend reading the article on CRM Custom Tab Customisation before this one as many of the concepts are the same. Salestracker allows you to customise all the contacts on the system with various items of information as required. For … Continue reading

Accessing Architects Data

Target Architects To Increase Sales

Every month thousands of construction projects gain planning approval, providing a lucrative stream of new business opportunities for commercial and domestic suppliers. It also creates a flurry of activity as contractors and building product suppliers bombard the architect or specifier … Continue reading

Insight Data live interactive map tool
credit-Diagram
Salestracker-3.5
Salestracker
Target the right audience

List Highlighter Tool

If you do not appear to have the list highlighter tool and you are interested in utilising it, please contact Salestracker Support. The list highlighter can be used to visually keep track of records in a list e.g. you could … Continue reading

Salestracker
Improve-sales-conversion-rates
Credit-Mobile