Using Salestrail Features

How to create contacts, remove events, sync calendar events, and more

26 articles in this collection
Written by Juha, Vy Dang, and Thuy Ho

Call Logging & Caller ID

How do I call a contact from Salestrail?

Written by Vy Dang
Updated over a week ago

How do I track outbound and inbound calls with Salestrail?

Logging outbound and / or inbound calls from Salestrail

Written by Vy Dang
Updated over a week ago

How to log a phone call to a new lead / contact / account?

Log a phone call to a new lead / contact / account?

Written by Thuy Ho
Updated over a week ago

How do I add notes to my calls?

Adding notes after your call has finished

Written by Vy Dang
Updated over a week ago

How do I log calls manually to Salesforce?

Use Salestrail app to manuall log calls to your Salesforce

Written by Vy Dang
Updated over a week ago

Call logging: How do I switch between automatic and manual logging mode?

Written by Vy Dang
Updated over a week ago

How do I enable Caller ID?

Instructions on how to enable Salestrail Caller Id on iPhone

Written by Juha
Updated over a week ago

Email and Event Logging

How do I log emails manually to Salesforce?

Written by Vy Dang
Updated over a week ago

How do I load all of my previous emails?

Written by Vy Dang
Updated over a week ago

How to change your email and calendar provider in Salestrail?

Change your email and calendar provider in Salestrail

Written by Thuy Ho
Updated over a week ago

How do I add my calendar to Salestrail?

Written by Vy Dang
Updated over a week ago

What can Salestrail track from my calendar events?

Written by Vy Dang
Updated over a week ago

How to change E-mail and Event logging mode?

Written by Thuy Ho
Updated over a week ago

Tasks

How do I create tasks in Salestrail?

Written by Vy Dang
Updated over a week ago

How to create a task for a specific Salesforce contact?

Create a task for a specific Salesforce contact

Written by Thuy Ho
Updated over a week ago

How to complete / delete / update a task?

Complete, delete and update your Salesforce tasks

Written by Thuy Ho
Updated over a week ago

How to assign a Salesforce task to someone else?

Assign Salesforce tasks to someone else

Written by Thuy Ho
Updated over a week ago

Business Card Scanner

How do I create an account / contact / lead using Business Card Scanner?

How to use Salestrail Business Card Scanner for Salesforce

Written by Vy Dang
Updated over a week ago

Others

How to use Office Hours to reduce personal calls in Unlogged Activities?

Reduce personal calls in Unlogged Activities

Written by Thuy Ho
Updated over a week ago

How to edit phone number for an existing Salesforce contact / lead?

Written by Thuy Ho
Updated over a week ago

How do I create a new contact / lead / account?

Easily add new leads, contacts and accounts to Salesforce

Written by Vy Dang
Updated over a week ago

Where can I see all activities with a Salesforce account/contact/lead?

Written by Thuy Ho
Updated over a week ago

How do I use Salestrail Prospects Available feature?

What you can do with Salestrail Lead Suggestion: add leads, remove suggestions, etc

Written by Vy Dang
Updated over a week ago

How do I remove a logged activity?

Remove your activities that are logged to Salesforce

Written by Vy Dang
Updated over a week ago

How to create a new account / contact / lead using phone book transfer?

Create new contacts from your phonebook

Written by Thuy Ho
Updated over a week ago

How do I remove calls / emails / events from unlogged activities?

Remove your activities that are unlogged

Written by Vy Dang
Updated over a week ago