Documentation
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    • Welcome to Sellfaster
    • Creating an Account
    • Signing In
    • Password Reset
    • First-Time Setup
    • Navigating the App
  • Glossary
    • Personal Dashboard
    • Managing Addresses
    • Saved Views
    • Follow-Ups
    • Goals (Bonus Targets)
    • Personal Calendar
    • Profile Settings
    • Security Settings
    • Account Deletion
    • Overview
      • Campaign Overview
      • Campaign Leads
      • Map View
      • Campaign Sales
      • Campaign Configuration
    • Team Dashboards
    • Team Leads
    • CSV Import
    • Inventory
    • Team Sales
    • Commission
    • Bonus Targets
    • Team Calendar
    • Clients
    • Team Settings
    • Member Management
    • Interaction States
    • Sale Models
    • Custom Fields
    • Audit Logs
    • Team Billing
    • GDPR Settings & Data Protection
    • Member Retention & Departed Member Data
    • Overview
    • How to Record Interactions
    • How to Record Sales
    • How to Send Emails
    • How to Schedule Follow-Up Reminders
    • How to Use Map View
    • How to Use Search and Filters
    • How to View Commission and Payslips
    • How to Invite Team Members
    • How to Set Up Multi-Factor Authentication (MFA)
    • Troubleshooting Account Access
    • Troubleshooting Team Access
    • Troubleshooting Data Issues
    • Troubleshooting Billing Issues

Overview

Step-by-step guides for common tasks in Sellfaster including recording sales, managing follow-ups, and more.

Step-by-step guides for common tasks in Sellfaster. Each guide walks you through a specific workflow from start to finish.

In This Section

  • Recording Interactions - How to log visits, calls, and other contacts
  • Sending Emails - Setting up and sending emails to leads
  • Recording Sales - Creating and managing sales records
  • Follow-Up Reminders - Scheduling reminders to contact addresses
  • Using Map View - Navigating and using the interactive map
  • Advanced Search - Filtering and searching your data
  • Commission Reports - Generating and viewing commission reports
  • Inviting Members - Adding new members to your team
  • Setting Up MFA - Enabling multi-factor authentication for security