Using Salestrail Features

How to set up your Organisation and Teams on the Call Analytics dashboard?

Written by Thuy Ho
Updated over a week ago

How to join an Organisation?

Written by Thuy Ho
Updated over a week ago

How to remove a user from your Organisation?

Written by Thuy Ho
Updated over a week ago

How to create a Team?

Written by Thuy Ho
Updated over a week ago

How do I change my team's name?

Written by Thuy Ho
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 Jolie Pham
Updated over a week ago

How to export call data from the Dashboard?

Written by Thuy Ho
Updated over a week ago

How to create reports in your Call Analytics Dashboard

Written by Thuy Ho
Updated over a week ago

How to create a Bar chart on the Call Analytics dashboard?

Written by Thuy Ho
Updated over a week ago

How to create a Leaderboard chart on the Call Analytics dashboard?

Written by Thuy Ho
Updated over a week ago

How to create a Number chart on the Call Analytics dashboard?

Written by Thuy Ho
Updated over a week ago

How to create a Table chart on the Call Analytics dashboard?

Written by Thuy Ho
Updated over a week ago

How to make a call from the Salestrail app?

Written by Thuy Ho
Updated over a week ago

How to track WhatsApp video calls?

Written by Jolie Pham
Updated over a week ago

How to track WhatsApp voice calls?

Written by Thuy Ho
Updated over a week ago

How to record your SIM calls on Android?

Written by Thuy Ho
Updated over a week ago

Choose the best recording source for your device.

Written by Thuy Ho
Updated over a week ago

Select what SIM card to track calls

Written by Thuy Ho
Updated over a week ago

How to not track my personal calls?

Written by Thuy Ho
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 Thuy Ho
Updated over a week ago

How to enable Caller ID?

Instructions on how to enable Caller ID for Salesforce and Hubspot users.

Written by Jolie Pham
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 Thuy Ho
Updated over a week ago

How to check if a call has been logged to your CRM?

Written by Thuy Ho
Updated over a week ago

How to search and call a CRM contact from the Salestrail app?

Written by Thuy Ho
Updated over a week ago

How to enable the Salesforce integration?

Written by Thuy Ho
Updated over a week ago

How to import call recordings to Salesforce?

This article shows how to import recordings to Salesforce CRM.

Written by Jolie Pham
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 Jolie Pham
Updated over a week ago

How to enable the Hubspot integration?

Written by Thuy Ho
Updated over a week ago

How to import call recordings to Hubspot?

This article shows how to import recordings to Hubspot CRM.

Written by Jolie Pham
Updated over a week ago

How to enable LeadSquared integration?

Written by Jolie Pham
Updated over a week ago

LeadSquared Integration: Normal API and Async API

Normal API and Async API for LeadSquared integration.

Written by Thuy Ho
Updated over a week ago

How to import call recordings to LeadSquared?

This article shows how to import recordings to LeadSquared CRM.

Written by Jolie Pham
Updated over a week ago

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 Jolie Pham
Updated over a week ago