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 →

List Builder is similar to quick search but offers many more filters that enable you to drill down more accurately to the types of companies that you would like to do business with. Learn the basics of building lists here. Continue reading →

Quick search enables you find company records rapidly. Find out how to optimise your searches for the best results. Continue reading →

Learn how to set which task emails you want by default. Continue reading →

Learn how to change your password while already logged into the system. Continue reading →

How to update your name and other details within Salestracker. Continue reading →

How to end your current Salestracker session securely. Continue reading →

How to retrieve your Salestracker password if you get locked out. Continue reading →

How to login to the Salestracker system. Continue reading →