Here is a list of our frequently asked questions
- What is Tracks?
- Who is Tracks for?
- Do you have a get started document?
- Can I set up sales stages or referrals?
- Can I export my deals to Excel from Tracks?
- Does Tracks send any email summaries or prompts?
- Does Tracks handle multiple currencies?
- Can I change the date format and timezone and currency?
- Can I customise confidence levels and see weighted values?
- Can I forecast my deals 3, 6, 9, 12 and 24 months in advance?
- Why can I not find the deal I am searching for?
- Do you have a mobile app?
- Does Tracks handle subscriptions or recurring revenue deals?
What is Tracks?
Tracks is a simple sales pipeline tool. It prevents you falling behind on deals you and your team are working on. Tracks is primarily focused on next steps, closing dates and keeping sales admin to a minimum. We also have a plugin that works for Highrise users.
Who is Tracks for?
Sales pipeline management is for most companies. But we know that Tracks isn’t for everybody. Its too light weight. And some companies just need more. Our focus for Tracks is to keep it as light weight as possible. To have less functionality, less complexity and less confusion. Here are some example of the types of companies that use Tracks:
- Cleaning companies
- Engineering agencies
- Language translators
- Marketing consultants
- Research firms
- Software developers
- Video producers
- Web designers
Do you have a get started document?
Yes we do. We wrote an article outlining some of the key things to get started on.
Can I set up sales stages or referrals?
Yes you can. Tracks allows you to create custom fields, which can contain any categories and criteria you need.
Can I export my deals to Excel from Tracks?
Yes. On the top right hand corner of the pipeline view there is an export button. There you can choose the deals, date ranges and extra criteria you want to export.
Does Tracks send any email summaries or prompts?
Yes. You can subscribe to a “Tracks Weekly” that sends you a list of deals going cool. We also send you emails on the day deals are set to close.
Does Tracks handle multiple currencies?
Can I change the date format and timezone and currency?
Yes. You can change your settings in “Preferences”.
Can I customise confidence levels and see weighted values?
Yes. Here is a video explaining how to manage your confidence levels
Can I forecast my deals 3, 6, 9, 12 and 24 months in advance?
Yes. Tracks allows you to see what deals have closed and are closing on a weekly, monthly, quarterly and yearly basis. At the moment the maximum period of time to forecast or look back is 4 years.
Can I view my deals in a sales pipeline view?
Yes. Tracks allows you to see your deals grouped by sales stage, service or product or any other category group you create. The default is sales stages, but you can change that if you want.
Why can I not find the deal I am searching for?
The search tool on the pipeline view only searches deals that are visible on the page. If you want to search deals over the last two years for example, then simply change the view option and date range to years and do a search. You can search descriptions, contacts, categories, confidence levels, people responsible, values and currencies.
Do you have a mobile app?
Tracks can be accessed on any device and will respond to suit that device. In the future, we will look at device specific apps.
Does Tracks handle subscriptions or recurring revenue deals?
Not at the moment