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Customize your Salesmate, Modify Organization details, Manage Users, and much more.
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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Exporting data from Salesmate
How to avoid duplicates and merge records?
Introduction to Single-Sign-On (SSO) and SAML
How to Setup Single Sign-On (SSO) using SAML
Managing Roles in Salesmate CRM (Organization Hierarchy)
What is Admin Profile and Standard profile?
2FA (Two-factor authentication)
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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?
Manage Organization settings