Set up your salestrack account

This guide takes you from creating your account to a business that is ready to receive leads. You only do this once. After that, your team joins by invite and does not need to repeat these steps.

Before you start

Use a work email you check every day. Invoices and alerts go there.
Keep your phone nearby. You may get a 6-digit code by email or on WhatsApp.
Know your business name and how many branches you have.

Create and verify your account

Create your account. On the sign-up page, enter your name, work email, WhatsApp number and a password.
Enter the 6-digit code. We send a code to your email. If it does not arrive, click Send to WhatsApp instead. The Verify and continue button unlocks once all 6 digits are in. You can ask for a new code when the resend timer ends.
Tell us your role. Answer What's your role? and pick roughly how many leads you get each month. salestrack uses this to set sensible defaults for you.
Add your business details. Enter your business name, your country and how many branches you have. Currency and time zone follow the country you choose, so you do not set them separately.
Open the Welcome screen. You land on a checklist that says your business is ready. Each item links to its own setup flow and shows a tick when it is done.

Work through the Welcome checklist

The checklist has four items. Do them in this order for the fastest start:

Connect WhatsApp. Link your official WhatsApp Business number so chats reach your Inbox. See Connect your WhatsApp number.
Connect Meta ads. Connect your Facebook Page and lead forms so new form leads arrive by themselves. See Connect Meta lead ads.
Import your leads. Bring in the leads you already have from Excel or CSV. See Import leads from Excel or CSV.
Invite your team. Add the people who will reply to leads, and choose who gets new leads. See Invite your team.

The salestrack owner Dashboard with action cards for leads waiting for a reply, overdue follow-ups and unassigned leads, KPI cards, a new leads per day chart and leads by source — Once leads start coming in, your Dashboard shows what needs action first. The numbers here are demo data.

If something goes wrong

The code did not arrive. Check your spam folder, then use Send to WhatsApp instead. Wait for the resend timer before asking again, as codes are rate-limited.
Wrong country or currency. You can correct your business details later in Settings › General.
Forgot your password. On the log-in page, click Forgot password, choose email or WhatsApp number and click Send reset link.

Still stuck? Message us on WhatsApp at +91 80860 14345 or email harshad@dentobees.com.