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

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

Written by Thuy Ho
Updated this week

How to create a task for a specific Salesforce contact?

Create a task for a specific Salesforce contact

Written by Thuy Ho
Updated yesterday

How to complete / delete / update a task?

Complete, delete and update your Salesforce tasks

Written by Thuy Ho
Updated this week

How to assign a Salesforce task to someone else?

Assign Salesforce tasks to someone else

Written by Thuy Ho
Updated this week

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

Create new contacts from your phonebook

Written by Thuy Ho
Updated yesterday

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 this week

How to reduce personal calls in Unlogged Activities?

Reduce personal calls in Unlogged Activities

Written by Thuy Ho
Updated this week

How to change your email and calendar provider in Salestrail?

Change your email and calendar provider in Salestrail

Written by Thuy Ho
Updated this week

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

How do I create tasks in Salestrail?

Written by Vy Dang
Updated over a week ago

How do I call a contact from Salestrail?

Written by Vy Dang
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

How do I remove a call/email/meeting that was logged?

Remove your activities that are logged to Salesforce

Written by Vy Dang
Updated over a week ago

How do I use Salestrail Lead Suggestion feature?

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

Written by Vy Dang
Updated over a week ago

Call Logging & Caller ID

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

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

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 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 enable Caller ID on iOS?

Instructions on how to enable Salestrail Caller Id on iPhone

Written by Juha
Updated over a week ago

Email Logging

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

Change from automatic email logging to manual email logging, and vice versa

Written by Vy Dang
Updated over a week ago

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

Business Card Scanner

How do I Scan Business Cards to Salesforce?

How to use Salestrail Business Card Scanner for Salesforce

Written by Vy Dang
Updated over a week ago

Event Logging

How do I add my calendar to Salestrail?

Written by Vy Dang
Updated over a week ago

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

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