Salestrics

Documentation

Learn how to use Salestrics

Guides for customers and workspace admins — from your first sign-up to pipeline, Connect, Assistant, and billing.

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Workspace

Workspace is where your team stores files, writes documents, builds spreadsheets, creates presentations, and manages the calendar.

Open it: App Launcher → Workspace, or go to /workspace.

Drive

Route: /workspace/drive

Upload, organize, and share files. Each user has a Drive quota based on your plan — see Plans and limits. Storage is per person and does not reset monthly.

Supported file types

Documents and office files: Word, Excel, PowerPoint, PDF, text, CSV, and more route to the right editor or viewer.

Photos: PNG, JPEG, GIF, WebP, AVIF, BMP, HEIC, HEIF, TIFF, SVG, and ICO.

Video and audio: WebM, MP4, MOV, MKV, MP3, WAV, and other common formats.

Upload from your computer or phone — mobile photo formats like HEIC are supported.

Sharing

Share files with teammates in your organization. Files count against the uploader's Drive quota.

Meeting recordings

When you record a Connect video meeting, the file is saved to your Drive under the Meeting recordings folder (counts toward your quota).

Docs

Route: /workspace/docs

Rich-text documents with formatting. Create from Drive or open .doc, .docx, .txt, and similar files in the Docs editor.

Sheets

Route: /workspace/sheets

Spreadsheets for tables and calculations. Open .xlsx, .csv, and related formats.

Slides

Route: /workspace/slides

Build presentations inside Salestrics.

  • Themes — Salestrics, Midnight, Sunrise, Forest, Slate, Paper
  • Layouts — title, title + content, section, two-column, quote, closing
  • Speaker notes — per slide in the editor
  • Present mode — fullscreen presentation from the editor or during a Connect meeting

Open .ppt, .pptx, and related files from Drive.

Calendar

Route: /workspace/calendar

Create events with two visibility levels:

VisibilityWho can see it
OrganizationEveryone in your workspace
PrivateOnly you (the creator)

Only the creator can edit or delete a private event.

Connect meetings

Schedule Connect video meetings from calendar events. Scheduled meetings appear in your Connect meetings list.

The Dashboard also shows a calendar widget that respects event visibility.

Tips

  • Use folders in Drive to keep deal documents organized by account or quarter
  • Set sensitive calendar blocks to Private when you need focus time hidden from the org
  • Present Slides directly in a Connect call instead of screen-sharing another tool

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