Customisation - Settings and defining Pipelines

This section will cover the following topics:

• Configuring your Pipeline: This section will show you how to create different Pipelines and their unique stages based on your working principles.
• Creating Custom Fields: Swiftly create additional custom fields for your Contacts, Companies, and Deals, as well as where those fields should be added.
• Geo-Location Tracking*: Salesmate offers you a unique tracking feature wherein you can locate your customer within a stipulated range through a map.
• Customizing your Activity types: In Salesmate you can create custom types of activities; allowing you to name and label your activities as per requirement.