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.
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
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
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.