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Getting Started

New User Guide

This a help manual for new users of eSalesTrack.  This guide will help you get your eSalesTrack account personalized and ready to use.

Download the Quick Start Guide for Users.pdf

Logging in for the first time:

When you first sign up for eSalesTrack or if your administrator adds you as a user then you will receive an email with your username and password. 

You can go to www.esalestrack.com click "Login" then enter the information you received in the email to access your account. 

You may want to change your password to something that you will remember.

Read about the default modules that are included in your account.

Using eSalesTrack:

Edit your Information - Make sure your info is correct.

Import your data - Import your list of contacts.

Create views - Set up how you would like to view your data.

Create new records or edit existing records.

Set up home page:

Create a library - Set up the links to your modules.

Create a dashboard - Customize your home screen.

Email:

Activate your email and edit your email settings.

Finding help and training:

You can always come to the help website to get a quick answer to any questions you may have.

For custom training and configuration you can email training@esalestrack.com

If you have problems with your account you can open a support ticket.

**Think some one-on-one training may help you better with this? Or would you just like eSalesTrack to do this for you? Contact eSalesTrack Training at training@esalestrack.com for pricing.** 

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