Using any new software can be difficult to get your head around. Watch the short videos below to help you get up to speed with Tracks. You can contact us if you have questions. And you can also check out our getting started guide and our FAQ.

The Basics (see Advanced and Highrise)

1. The 60 Second Introduction

A quick intro into what Tracks is and some main features

2. The Timeline View

All you need to know about dragging and dropping deals, searching and navigation

3. The Deal Interface

Adding and editing deals and focusing on what’s next

4. Managing Contacts

How to add a contact and company to a deal

Advanced Features (see Basics and Highrise)

5. Daily & Weekly Emails

You’ll receive daily or weekly emails prompting you about deals that are going cold

6. Custom Confidence Levels

See how to set your own confidence levels

7. Custom Category Groups

Set the data you want to track from referrals to sales processes

8. Recurring Deals

Got deals that occur monthly, quarterly or yearly – learn how to do it here

Highrise Features (see Basic and Advanced)

9. Notes & Tasks

You can push notes and tasks from Tracks to Highrise

10. Syncing With Highrise

You can sync deals, contacts, notes, comments and emails from Highrise. This works automatically for Plus customers.

11. Importing From Highrise

Deals are easy to import from Highrise. If you’re a Plus customer then this will happen automatically.

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