Setup

Customizations

• 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

Data Administration

• Exporting multilingual records from Salesmate
• Exporting data from Salesmate
• How to avoid duplicates and merge records?

App & Add-Ons

• Calling Integrations with Salesmate

User Management

• 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

Account/Organization Management

• Manage Organization Details

Teams

• 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?
• How to Filter records by Teams?

See all 7 articles

Security

• Password Policy
• 2FA (Two-factor authentication)
• Security Monitor
• Introduction to Single-Sign-On (SSO) and SAML
• How to Setup Single Sign-On (SSO) using SAML