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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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

User Management

• Teams
• 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?

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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?

Organization Settings

• Manage Organization settings