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Using Salestrail Features
Using Salestrail Features
How to create contacts, remove events, sync calendar events, and more
28 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 WhatsApp voice calls on Salestrail Activities Tracking to Salesforce on Android?
Written by
Thuy Ho
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 to reconnect my email and calendar accounts to Salestrail?
Written by
Thuy Ho
Updated over a week ago
How do I manually log my emails and events?
Written by
Thuy Ho
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