Insight Data Support Centre
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Welcome to Insight Data Support Centre

 

Knowledge Base

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Overview | Recent

Important Annoucements (1) »

  • Christmas Opening Hours
 

Salestracker»

1. Basics (4) »

  • 1.1 Logging in
  • 1.2 Changing your password and preferences
  • 1.3 Notifications

2. Dashboard (5) »

  • 2.1 Database Overview
  • 2.2 Sales Manager
  • 2.3 My Tasks

3. Databases (1) »

  • 3.1 Changing Databases

4. List Builder (3) »

  • 4.1 Fenestration (UK/Ireland)
  • 4.2 Local Builder
  • 4.3 Architect & Specifier

5. Saved Lists (4) »

  • 5.1 Saving a List
  • 5.2 Removing Records from a Saved List
  • 5.3 Exporting to a Spreadsheet

6. Reports (2) »

  • 6.1 Activity Report
  • 6.2 Sales Report

7. Apps (4) »

  • 7.1 Task Manager
  • 7.2 Sales Manager
  • 7.3 Credit Manager

8. Records (1) »

  • 8.1 Business Information
 
 

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