SalesTracker Lite Help File
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Know all about SalesTracker Lite
1
Installation Guide
This guide provides step-by-step instructions on how to download, install, and use SalesTracker Lite on your Windows PC or laptop. Follow the detailed steps to ensure smooth installation and setup of the application.
2
Getting Started Guide
This guide provides a quick start overview on how to set up and begin using SalesTracker Lite Edition. It walks you through the initial login, using the setup wizard to enter basic data, and how to start adding leads right away. Follow these simple steps to get started quickly and make the most of SalesTracker Lite.
3
First Lead
This guide provides a step-by-step walkthrough on how to enter your first lead in SalesTracker Lite Edition. It explains how to fill in lead details, add products, and save the record. Follow these simple steps to start managing your sales leads quickly and efficiently.
4
First Follow Up
This guide provides step-by-step instructions on how to enter your first follow-up in SalesTracker Lite Edition. It shows you how to access pending follow-ups, update follow-up details, and view lead history. Follow these steps to stay on top of your sales activities and never miss a follow-up.
5
Closing Lead
This guide provides step-by-step instructions on how to close a lead in SalesTracker Lite Edition. It explains how to select an open lead, update closure details, and mark it as won or lost. Follow these steps to successfully close leads and keep your sales pipeline up to date.
6
Reports
This guide provides step-by-step instructions on how to view reports in SalesTracker Lite Edition. It explains how to navigate to the Smart Report section, select tables, apply filters, and view your lead data. Use this guide to easily track your sales performance and analyze key information.
7
Lead Screen Interface
This guide provides step-by-step instructions to understand the Lead Screen Interface in SalesTracker Lite Edition. It explains key elements like the menu bar, tool bar, lead list, tabs, and search features—helping you navigate and manage leads more efficiently.
Steps to install Free Sales CRM
1. Download
SalesTracker is a windows-based application which has a setup file of 10MB.
You can download SalesTracker_Lite.zip file from the below link.
To download Lite edition, click on download now button
2. Install
Run Setup.exe to install the application.
You will get a wizard screen, follow the instruction to install SalesTracker.
You can also download the installation help file by clicking on Installation steps button.
For step-by-step instructions on downloading & installing SalesTracker Lite edition.
Operating system supported Windows 11, 10, 8, 7, Vista, XP or Windows Server
3. Getting Started
Once you install the application, SalesTracker shortcut is created on the desktop.
You can double click the icon to open it.
You can also download getting started help file by clicking on getting started button.
For step by step instructions on creating master, creating leads, entering followups , closing the leads & to generate reports.
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