HELP CENTER

OraTek help

Short, direct answers for the things reps and admins ask most. If you can't find what you need, email support@oratekdx.com — we reply within one business day.

Getting started

Signing up + first run

Create an org, complete the onboarding wizard, invite your first reps.

Inviting your team

Send invites, assign roles, set team + manager hierarchy.

Importing contacts

Upload a CSV, map columns, preview, commit. Includes the supported template.

Selling

Pipeline + custom stages

Move deals through stages, customize column names, add custom stages.

Build queues, run sessions, log dispositions, scoring rules.

Map-based prospecting

Search Google Places, auto-import results as contacts, queue them.

Julie (AI assistant)

Talking to Julie

What she can do, how she confirms before sending, when to use her.

Useful Julie commands

A copy-pasteable list of high-leverage commands across CRM, calendar, email, team chat.

Team operations

Team chat + groups

Company channel, DMs, named groups. Notifications and admin controls.

Tasks + recurring work

Create tasks, departments, recurrence, blockers, audit trail.

Pivot deals or tasks by stage / owner / industry; export.

Admin

Workflow automations

Build if-this-then-that rules: stage change → notify, stale deal → task, etc.

Billing + plans

Plan tiers, seats, upgrades, invoices, Stripe customer portal.

Data export + delete

Download your org's data as JSON; schedule org deletion with grace.