Setup

Customizations

• Tag Management
• Custom fields, layouts and field customisation
• Pipeline and Stage customization

User Management

• Managing Roles in Salesmate CRM (Organization Hierarchy)
• What is Admin Profile and Standard profile?
• 2FA (Two-factor authentication)
• How to Deactivate the Users?
• How can I reset my login password?
• How to change or update your login credentials

See all 9 articles

Data Administration

• Exporting data from Salesmate
• Importing your data into Salesmate
• How to avoid duplicates and merge records?
• How to bulk-update your Salesmate data with a spreadsheet

Organization Settings

• Manage Organization settings