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Support Center
Salesmate
Setup
Setup
Customize your Salesmate, Modify Organization details, Manage Users, and much more.
Customizations
Tag Management
Custom fields and layout
Customizing your Pipeline
Multiple-pipelines & how are they useful or not?
User Management
How can I reset my login password?
How to change/update your login credentials
Users & Permissions (controlling what you can see)
How to add/edit/delete a user
How to make another user an admin
Data Administration
Exporting data from Salesmate
Importing your data into Salesmate
How to avoid duplicates and merge records?
Importing deals into a specific stage or pipeline
How to bulk-update your Salesmate data with a spreadsheet
