Getting Started Videos
For a quick look at some of the common tasks and capabilities of Simple Sales Tracking, take a look through the Getting Started Videos
How do I recover a forgotten password?
From the password recovery screen
, enter your Simple Sales Tracking username or email address you used when you signed up. A reminder will be sent to you.
What do I need to use Simple Sales Tracking?
Simple Sales Tracking is accessed entirely through your computer internet browser. Most browsers are supported - including Firefox, Chrome, Internet Explorer and Safari. If you find an issue in how the application is being displayed in your browser, please contact us at firstname.lastname@example.org
For Full Account subscribers, you may optionally download a Microsoft Outlook Plugin, for syncronizing appointments and contacts. You will need Outlook installed on your computer first, before installing the plugin.
What types of documents can be imported and attached to a sale?
What User Roles and Levels of Security are there?
- Jpg, Gif and Png imagesold.
- Multi & Single Page Pdfs, no secure pdf.
- Microsoft Office Word, Excel, Powerpoint & Publisher
- Plain Text and RTF Documents
There are two types of users within Simple Sales Tracking. The base access level is "User". A User has the ability to control all features of the application for their own information and based on security settings, those of their team mates. "Administrators" have the ability to administer settings for all Users within the team, including currency settings and adding additional Users. Also, they have the capability of setting Sales, Contacts & Appointments as private (each User's information is only viewable by them along) and public (each User in a team can see and collaborate on each others information).
Is my information secure and protected?
We take the security of your information very seriously, using the same enterprise strength 128 bit SSL encryption that banks use. Your data is backed up daily and our hosting partner has some of the best security policies in the business.
How will I be billed?
Your credit card will be billed monthly. There are no contracts or hidden fees; you can upgrade, downgrade or cancel at anytime.