Settings
Updates and Reminders
Salestrekker has over 35 update and reminder options. You can get immediate or summary updates via email, SMS and Slack.
Example of updates: team member leaves a note in your deal; client uploads a document via Client Portal, partner (referrer) logs in to the portal for the first time.
Examples of reminders: your task is due tomorrow, deal became stale, etc.
To set up a reminder, simply switch on/off a related toggle button.
For more information check out our support video tutorial.
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