Navigating SalesTrack User Interface

A page in SalesTrack is divided into the following sections:

• Navigation bar
• Tiles and Work Areas
• Command Bar
• Quick Create

Navigation Bar

SalesTrack is designed so that tiles for navigation slide down when you need them to get around the system.

Everything drops-down from the top navigation bar at the top of the page, and then moves out of the way when you're working on other things. You can focus on the customer information you care about most.

The system is enabled for touch. If you have a computer or other device with a touch screen instead of a mouse, you can tap with your finger to select tiles or to input data.

Tiles for Work Areas

There are two levels of navigation. At the top level, you'll find tiles for Sales, Marketing, and Settings, which are called work areas. (The Settings work area is for agency administrators.)

Each work area gives you access to tools and info tailored for your role.

• On the navigation bar, click on the Vertafore logo to display the tiles for the work areas. Then click the tile for the work area you want.

Don't see all the work areas? The work area tiles you see depend on your security settings. Also, some systems have been customized to reflect that the organization uses different roles.

Top Command Bar

The top command bar appears on the top a record. When you open any record type such as an Account, Contact or Lead, the command bar appears. Depending on the record type opened, the command bar option changes.

Quick create - Enter New Contacts (or other data)

The Quick Create command makes it fast and easy to enter almost any type of information into the system. The command is on the navigation bar, so it’s always available whenever you need to enter new info into the system.

With Quick Create, you need to complete only a few fields. Later, when you have more time or more information, you can fill in more details.

You can quickly create:

• Contacts
• Accounts
• Leads
• Opportunities
• Campaign responses
• Competitors
• Activities: tasks, phone calls, email, or appointments
  

In Vertafore Agency SalesTrack, when you add a new sales opportunity to the system by using + Create, you can now create a contact at the same time.

1. On the navigation bar, click and then choose the option you want.
   For an activity:
   

Choose	To create a
	Task
	Phone call
	Email
	Appointment

2. Fill in the fields, and then choose Save.
3. If you would like to continue adding information, choose View Record. To create another one, choose Create Another.