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Salesmate
Setup
Setup
Customize your Salesmate, Modify Organization details, Manage Users, and much more.
Customizations
Customize The System Modules
How to Create Custom Section?
How to Create Custom fields?
How do I edit/delete Custom fields?
How do I activate/deactivate custom fields?
How do I change position of the field/section?
See all 16 articles
Data Administration
Exporting multilingual records from Salesmate
Exporting data from Salesmate
How to avoid duplicates and merge records?
App & Add-Ons
Calling Integrations with Salesmate
User Management
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 a user?
How to Deactivate the Users?
How to assign users admin rights?
See all 8 articles
Account/Organization Management
Brand Book
Manage Organization Details
Teams
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?
See all 7 articles
Security
Password Policy
2FA (Two-factor authentication)
Security Monitor
Introduction to Single-Sign-On (SSO) and SAML
How to Setup Single Sign-On (SSO) using SAML