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Using Salestrail Features
Using Salestrail Features
Learn how to make the best out of all Salestrail's amazing features
33 articles in this collection
Written by
Laura Lempiäinen
Call Analytics dashboard
How to set up your Organisation and Teams on the Call Analytics dashboard?
Written by
Laura Lempiäinen
Updated over a week ago
How to join an Organisation?
Written by
Laura Lempiäinen
Updated over a week ago
How to remove a user from your Organisation?
Written by
Laura Lempiäinen
Updated over a week ago
How to create a Team?
Written by
Laura Lempiäinen
Updated over a week ago
How do I change my team's name?
Written by
Laura Lempiäinen
Updated over a week ago
How to manage the Organisation Settings on the Call Analytics Dashboard?
This article will show you how to manage your team settings from the Settings tab.
Written by
Laura Lempiäinen
Updated over a week ago
How to export call data from the Dashboard?
Written by
Laura Lempiäinen
Updated over a week ago
How to create reports in your Call Analytics Dashboard
Written by
Laura Lempiäinen
Updated over a week ago
How to create a Bar chart on the Call Analytics dashboard?
Written by
Laura Lempiäinen
Updated over a week ago
How to create a Leaderboard chart on the Call Analytics dashboard?
Written by
Laura Lempiäinen
Updated over a week ago
How to create a Number chart on the Call Analytics dashboard?
Written by
Laura Lempiäinen
Updated over a week ago
How to create a Table chart on the Call Analytics dashboard?
Written by
Laura Lempiäinen
Updated over a week ago
Salestrail App
How to make a call from the Salestrail app?
Written by
Laura Lempiäinen
Updated over a week ago
How to track WhatsApp video calls?
Written by
Laura Lempiäinen
Updated over a week ago
How to track WhatsApp voice calls?
Written by
Laura Lempiäinen
Updated over a week ago
How to record your SIM calls on Android?
Written by
Laura Lempiäinen
Updated over a week ago
Choose the best recording source for your device.
Written by
Laura Lempiäinen
Updated over a week ago
Select what SIM card to track calls
Written by
Laura Lempiäinen
Updated over a week ago
How to not track my personal calls?
Written by
Laura Lempiäinen
Updated over a week ago
How to manually track a call?
On iOS, you need to manually track inbound calls and outbound calls that are made from your phone's dialler. This article will help you!
Written by
Laura Lempiäinen
Updated over a week ago
Integration
How to enable Caller ID?
Instructions on how to enable Caller ID for Salesforce and Hubspot users.
Written by
Laura Lempiäinen
Updated over a week ago
Replay a call to retroactively log it to CRM
If you use our integration with Salesforce/Hubspot/LeadSquared, you can replay a call to log it to your CRM.
Written by
Laura Lempiäinen
Updated over a week ago
How to check if a call has been logged to your CRM?
Written by
Laura Lempiäinen
Updated over a week ago
How to search and call a CRM contact from the Salestrail app?
Written by
Laura Lempiäinen
Updated over a week ago
Salesforce Integration
How to enable the Salesforce integration?
Written by
Laura Lempiäinen
Updated over a week ago
How to import call recordings to Salesforce?
This article shows how to import recordings to Salesforce CRM.
Written by
Laura Lempiäinen
Updated over a week ago
How to add notes to your calls - Salesforce integration
This article will show you how to add notes to your calls from the Salestrail call tracking app.
Written by
Laura Lempiäinen
Updated over a week ago
Hubspot Integration
How to enable the Hubspot integration?
Written by
Laura Lempiäinen
Updated over a week ago
How to import call recordings to Hubspot?
This article shows how to import recordings to Hubspot CRM.
Written by
Laura Lempiäinen
Updated over a week ago
LeadSquared Integration
How to enable LeadSquared integration?
Written by
Laura Lempiäinen
Updated over a week ago
LeadSquared Integration: Normal API and Async API
Normal API and Async API for LeadSquared integration.
Written by
Laura Lempiäinen
Updated over a week ago
How to import call recordings to LeadSquared?
This article shows how to import recordings to LeadSquared CRM.
Written by
Laura Lempiäinen
Updated over a week ago
API
How to enable and implement the Push API integration?
This article will show you how to enable and implement our Push API to push call data to any CRM of your choice.
Written by
Laura Lempiäinen
Updated over a week ago