Setup

Customizations

• How to Customize the Sidebar
• Customize The System Modules
• Customize the Page Layout in Salesmate
• Enabling Sorting & Filtering for Widgets in Page Layout
• Customize the Module Create Forms
• How to Create New Section for Module Create Forms

See all 22 articles

Data Administration

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

Voice & Text

• Calling Integrations with Salesmate

User Management

• Overview of User's & Security
• Managing Users in Salesmate
• Managing Profile Permissions in Salesmate
• Managing Security Roles in Salesmate
• Global Data Sharing Policies
• How to change or update your login credentials

Security

• Password Policy
• 2FA (Two-factor authentication)
• Introduction to Single-Sign-On (SSO) and SAML
• How to Setup Single Sign-On (SSO) using SAML
• How can I reset my login password?
• Security Monitor

Teams

• Teams
• How to Create a Team?
• How to Edit a Team?
• How to Deactivate a Team?
• How to Reactivate a Team?
• How to Filter records by Teams?

See all 7 articles

Account/Organization Management

• Manage Organization Details
• Brand Book