Back to news

Mobile Settings

To bring up the settings panel, tap the “Settings” option on the menu.

Settings Menu 01

The settings menu allows you to customise your Salestracker Mobile profile to your needs. You can alter the options as you see fit, but ensure you tap the “Save settings” button at the top or bottom, otherwise Salestracker Mobile will not retain your customisations.

Salestracker Mobile Settings Overview

The customisable options are, in order…

Dashboard Default

This option will only appear if you have manager permissions on Salestracker.

Managers can select to set this to “All leads” or “My leads only”.

Salestracker Mobile Settings Dashboard Default

The former option will show the leads counts for all users on your subscription on the dashboard, the latter will ensure that only counts for your leads are shown. By default, all standard (non-manager) users have this option set to “My leads only”.

Changing this option will affect what you see in this section on the dashboard.

Default Geolocation Postcode

Salestracker Mobile will endeavour to keep track of your location. However, it is at the mercy of wireless networks and phone towers and in certain locations it will not be able to figure out your location. You can assign a default location, be it your home postcode or the office postcode, and if Salestracker Mobile cannot fathom your location it will default to the entered postcode.

The postcode you enter can be a full postcode (e.g. BS23 1SP) or a partial postcode (e.g. BS23).

Salestracker Mobile Settings Default Geolocation Postcode

Proximity Default

Most of the maps in Salestracker Mobile will search for companies within a certain radius. By default, the system will search within a 5 mile radius from your current location (or from you default postcode of a location cannot be determined, see above). This distance can be increased to the following options:

  • 10 miles
  • 15 miles
  • 20 miles

Please note that the larger the radius, the longer it may take Salestracker to generate maps.

Salestracker Mobile Settings Proximity Default

Maps – Databases Shown

By default Salestracker Mobile will show all companies on maps regardless of which database they are associated with. However, if you subscribe to more than one of the Insight databases, you may want to filter down what the maps show. For example, you may be subscribed to Fenestration UK and the Architects databases, but you only want to see companies from the Fenestration UK database on the maps. It’s just a case of tapping the switches to “Off” for the databases you do not want to see, and ensuring that the ones you do want to see are set to “On“. Please note that if you turn off all databases, the system will treat maps as if you have selected everything.

Salestracker Mobile Maps Databases Shown

Maps – Relationship Status

By default Salestracker Mobile will show all companies, regardless of their relationship status with your company. You can switch these “On” and “Off” as required. Only relationships matching the statuses set to “On” will be shown on maps. Please note that your statuses may not match the ones in the image below depending on how your relationships are customised.

Salestracker Mobile Maps Relationship Status

Maps – Leads

By default Salestracker Mobile will highlight all leads on maps, regardless of their status. You can switch these “On” and “Off” as required. Only leads matching the statuses set to “On” will be shown on maps.

Salestracker Mobile Maps Leads

Maps – Favourites

By default Salestracker Mobile will highlight all favourites on maps – you can turn this “On” and “Off” as required here.

Salestracker Mobile Maps Favourites

Trusted by Europe’s Leading Building Product Suppliers

Aggregate Industries logo AluK logo Aluplast logo Edgetech logo Emplas logo Epwin logo Eurocell logo Gap logo Glazerite logo Hormann logo Liniar logo MILA logo ODL logo Origin logo Press Glass profine logo Qfort logo Rehau logo Residence Collection Saint Gobain logo Solidor logo VEKA logo Window Widgets logo Window Ware logo Yale-logo
Origin
Quote

Insight Data have helped us to grow our business significantly and shown us the best way to use our time and resources to make sure we’re targeting the right audience to get the results

Origin – Victoria Brocklesby – COO

Manual worker assembling PVC doors and windows
Quote

For over 10 years, we’ve relied on Insight Data. It’s the only genuinely dedicated database for our sector. We’ve tried other options, but Insight Data is the best. There’s nothing else that gives you the depth of information – sectors, products, contact information, credit rating – it’s got everything we need

Epwin – Gerald Allen – Head of Marketing

TuffX
Quote

Insight Data’s platform is easy to navigate, offers the most comprehensive information, provides excellent support, and has helped us increase our customer base by 50%.

TuffX. Andy Hayes – Sales Manager

Texecom team
Quote

Insight Data were extremely professional and helpful along every step of the process. The results we received were better than anything we could have expected with numerous new customers coming on board.

Texecom

Dekko
Quote

We needed a CRM package that was geared to our industry and was easy to use. There are a lot of companies out there but Insight Data’s Salestracker seemed to offer everything we needed.

Dekko Window Systems Limited

Milwood Group
Quote

We were hugely impressed with Insight’s professionalism and comprehensive industry knowledge. Whether it was their telesales team, copywriters or graphic designers, we were safe in the knowledge that they understood what we do, who we want to target and what our products can offer them. We are delighted with what has been achieved so far and we look forward to working further with Insight Data moving forward.

Mark Wood, Managing Director of The Milwood Group