SalesRoad Tutorials
From Contacts to Connections
Explains why high-trust relationships are more critical than ever before for B2B sales success and how SALESROAD (Traxor) will help you to build them.
Setting up Gmail/Outlook Sync
Explains how to set up GMail, Outlook and SALESROAD (Traxor) to synchronize Email, Contacts and Calendars.
Managing Contacts
Adding People to SALESROAD (Traxor), ‘relating’ them to Positions/Roles in Organizations and vacating them. Keeping track of history