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Customize your Salesmate, Modify Organization details, Manage Users, and much more.
Customize The System Modules
How to Create Custom Section?
How to Create Custom fields?
How do I edit/delete Custom fields?
How do I activate/deactivate custom fields?
How do I change position of the field/section?
See all 16 articles
Exporting multilingual records from Salesmate
Exporting data from Salesmate
How to avoid duplicates and merge records?
App & Add-Ons
Calling Integrations with Salesmate
How can I reset my login password?
How to change or update your login credentials
USERS & SECURITY (controlling what you can see)
How to Invite Teammates - Add / Edit a user?
How to Deactivate the Users?
How to assign users admin rights?
See all 8 articles
Manage Organization Details
How to Create a Team?
How to Edit a Team?
How to Deactivate a Team?
How to Reactivate a Team?
How to Delete a Team?
See all 7 articles
2FA (Two-factor authentication)
Introduction to Single-Sign-On (SSO) and SAML
How to Setup Single Sign-On (SSO) using SAML