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Salesmate
Setup
Setup
Customize your Salesmate, Modify Organization details, Manage Users, and much more.
User Management
USERS & SECURITY
How can I reset my login password?
How to change or update your login credentials
How to Invite Teammates - Add / Edit a user?
How to Deactivate the Users?
How to assign users admin rights?
See all 8 articles
Data Administration
How to avoid duplicates and merge records?
Exporting data from Salesmate
Exporting multilingual records from Salesmate
Account/Organization Management
Brand Book
Manage Organization Details
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
Customizations
Customize The System Modules
How to Create Custom Section?
How to Create Custom fields?
How do I activate/deactivate custom fields?
How do I edit/delete Custom fields?
How do I change position of the field/section?
See all 16 articles
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
App & Add-Ons
Calling Integrations with Salesmate