Orders 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 orders in general. … Continue reading

Create a New Quote

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. Quotes are tied to records. First, … Continue reading

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

Insight Christmas Opening Hours

Christmas opening times 2018

Insight Data, the leading provider of prospect marketing data for the construction and fenestration industries have an announcement regarding our operational times over the Christmas period. We will shut down from 5pm on the 21st of December 2018 until 8:30 … Continue reading

Insight direct mail
New house autumn 2018 budget
Salestracker Launch new Email Platform - STEM
Insight Data UK construction week 2018
GGF logo
Direct Mail Insight Data
construction drawing dreamstime
follow up email graphic
Kirstie Wood and Sean Payne Insight