Setup

Customizations

• How to Create Custom Layouts?
• How to Create Custom fields?
• Setting up Lookup Fields (Relationship Fields)
• How do I change position of the field/section?
• How do I edit/delete Custom fields?
• How do I activate/deactivate custom fields?

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User Management

• Managing Roles in Salesmate CRM (Organization Hierarchy)
• What is Admin Profile and Standard profile?
• 2FA (Two-factor authentication)
• How to Deactivate the Users?
• How can I reset my login password?
• How to change or update your login credentials

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Data Administration

• Exporting data from Salesmate
• Importing your data into Salesmate
• How to avoid duplicates and merge records?
• How to bulk-update your Salesmate data with a spreadsheet

Organization Settings

• Manage Organization settings