Setup

Customizations

• Tag Management
• Custom fields, layouts and field customisation
• Pipeline and Stage customization
• How to manage your business process with multiple pipeline management?

User 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?

Data Administration

• 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

Organization Settings

• Manage Organization settings