PalaTrack
PALATRACK

Help Center

Answers to common questions about using PalaTrack.
Getting started
What is a board, and why do I need one?

A board is a self-contained group of leads — for example, one board per client, country, or campaign. Each board has its own leads, its own default values (like country or source), and its own statistics. All leads inside a board are shared with your whole team in real time.

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How do I add a new lead?

Open a board, then use the "New lead" form near the top of the tracker page. Fill in whatever details you have — only the name is required — and click "Save lead". It will appear instantly for everyone on your team.

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Can I edit or delete a lead after I've added it?

Yes. Click the pencil icon next to any lead to edit it, or the × icon to delete it. Deleting shows a brief "Undo" option in case it was a mistake.

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Working with your team
How do I invite a teammate?

Go to Settings → Manage team, enter their email address, and click "Send invite". They'll receive an email with a link to join — no password required to get started. If the email doesn't arrive, ask them to check their spam folder.

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Who can change someone's role?

Only administrators can change roles. If you're an admin, you'll see a clickable role next to each team member's name on the Manage Team page. Everyone else sees roles as read-only.

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How do I become an admin?

Admin status is granted directly in the underlying database by whoever manages your PalaTrack setup. If you believe you should have admin access, contact your PalaTrack administrator.

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Statistics & reporting
Where do I see win rates and revenue?

Click "Statistics" from any board to see your win rate, total revenue, average deal size, average time to close, a breakdown by source, industry, and country (including a world map), and your top won deals.

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How is "Avg. closing time" calculated?

It's the average of the "Days to close" field across every Won lead that has that field filled in. If nobody fills it in, the stat shows as unavailable rather than guessing.

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Account & preferences
Can I use PalaTrack in a language other than English?

Yes. Go to Manage account and choose your preferred language from the dropdown — PalaTrack currently supports English, Dutch, French, German, Spanish, Italian, Portuguese, Polish, and Chinese. You can also switch languages right from the login screen before signing in.

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How do I switch to dark mode?

Open Settings from any board, dashboard, or statistics page, and choose "Dark" in the Light/Dark toggle near the top. Your choice is remembered everywhere you go.

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I forgot my password — what do I do?

Contact your administrator, who can help you regain access. New teammates never need a password to begin with — they simply sign in through the emailed invite link.

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