Acquire

Connect - Email, SMS, Phone, Chat

How to build or edit an HTML template
Advanced Marketing
Outlook Integration
Email lenders Supporting Documents.
Google integration
Send Email to Multiple Contacts
Resolve emails going to "Junk / Spam" folder with email rules or filters
Copy email and phone to clipboard
Email to Notes code shown as "undefined"
Cannot login to telephony center error
Setting email aliases
Open email links in Salestrekker with Outlook (PC)
Necessary Settings for Marketing (email/SMS)
How to setup email signature
Using Connect to send SMS
Email signature has no images
How to send emails from Salestrekker?
Use phone in Salestrekker
How to setup and use Call scripts?
Rent Phone Number(s) in Salestrekker? (and Unrent them)
How to save a clients response/return email as Note in Salestrekker, reasons for email to notes not working
Connect: Phone and SMS
  • Home link-arrow
  • Connect - Email, SMS, Phone, Chat link-arrow
  • Copy email and phone to clipboard

Copy email and phone to clipboard

If required, users can copy email address and phone to clipboard. These can then be pasted to other application/location.

Simply click on the email or phone within deal view and click on 'copy to clipboard' option in the dropdown.


image.png
image.png
image.png

Was this article helpful?

thumbs-down thumbs-up

Related Articles