Acquire

Workflows and Deals

How to create and manage Workflows and Stages?
Impact of permissions to deal, contact and task visibility
How to unlock settled deal?
GEM NZ - Refix Imported deals
Managing deals migrated from Baseplate
How to import data
Managing imported data
GEM NZ - Baseplate Migration
How to Proceed to Apply Online
Company ABN search
Using integrations to verify client's position
Guarantors
Quick Reports
Recover deleted Deals
Advanced reports
How to delete (remove) contact
How to delete contact from a deal
Using Labels for Deals and Filtering
Deal Team members
Duplicate Deal (and Client Profile / Fact Find information)
Change Deal Tile Colour
No Deals option in main menu
Filtering Deals
How to change Deal status or delete it?
Working in Deals - Notes, Tasks, Document, Client profile/Broker tools
Moving Deal through the workflows and stages
  • Home link-arrow
  • Workflows and Deals link-arrow
  • Company ABN search

Company ABN search

Salestrekker has an integrated ABN lookup for Australian companies.

Company clients

Search can be done by searching company or ABN fields:


image.png
image.png

Information filled is ABN (or ACN), date incorporated, date and state of registration, GST registered checkbox and date.

Employers

Search can be done by searching company name, ABN or ACN fields:


image.png

Information displayed is company name, ABN and ACN.



Was this article helpful?

thumbs-down thumbs-up

Related Articles