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Salesmate
Setup
Setup
Customize your Salesmate, Modify Organization details, Manage Users, and much more.
Customizations
How to Create Custom Layouts?
How to Create Custom fields?
Setting up Lookup Fields (Relationship Fields)
How do I change position of the field/section?
How do I edit/delete Custom fields?
How do I activate/deactivate custom fields?
See all 10 articles
Data Administration
Exporting data from Salesmate
How to avoid duplicates and merge records?
User Management
Introduction to Single-Sign-On (SSO) and SAML
How to Setup Single Sign-On (SSO) using SAML
Teams
Managing Roles in Salesmate CRM (Organization Hierarchy)
What is Admin Profile and Standard profile?
2FA (Two-factor authentication)
See all 12 articles
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?
How to Filter records by Teams?
Organization Settings
Manage Organization settings