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.
- Pipeline Management: This section will give you a walkthrough of why Salesmate is unique. Salesmate aspires to take the business intelligence of a good CRM, and transform something more intuitive with it. Pipeline Management will show your sales agents what actions they need to perform on a daily basis once they log in. Envision CRM that guides your team what you desire, opposite to what a CRM tells you to do!