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Customize your Salesmate, Modify Organization details, Manage Users, and much more.
Custom fields, layouts and field customisation
Pipeline and Stage customization
How to manage your business process with multiple pipeline management?
How to Deactivate User and Decrease License?
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 / Delete a user?
How to assign users admin rights?
Exporting data from Salesmate
Importing your data into Salesmate
How to avoid duplicates and merge records?
Importing Deals in Salesmate
How to bulk-update your Salesmate data with a spreadsheet