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Salesmate
Setup
Setup
Customize your Salesmate, Modify Organization details, Manage Users, and much more.
Customizations
Tag Management
Custom fields, layouts and field customisation
Pipeline and Stage customization
How to manage your business process with multiple pipeline management?
User Management
How to Deactivate User and Decrease License?
How can I reset my login password?
How to change/update your login credentials
Users & Permissions (controlling what you can see)
How to (Invite) Add / Edit / Delete a user?
How to make another user an admin
Data Administration
Exporting data from Salesmate
Importing your data into Salesmate
How to avoid duplicates and merge records?
Importing deals into a specific stage or pipeline
How to bulk-update your Salesmate data with a spreadsheet
