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Salesmate
Setup
Setup
Customize your Salesmate, Modify Organization details, Manage Users, and much more.
Customizations
Custom fields, layouts and field customisation
How to Create Custom fields?
How do I edit/delete Custom fields?
How to Create Custom Section?
How do I change position of the field/section?
How to add dependancy fields in Salesmate?
See all 17 articles
Data Administration
How to avoid duplicates and merge records?
Exporting data from Salesmate
Exporting multilingual records from Salesmate
App & Add-Ons
Calling Integrations with Salesmate
User Management
Overview of User's & Security
Managing Users in Salesmate
Managing Profile Permissions in Salesmate
Managing Security Roles in Salesmate
Global Data Sharing Policies
USERS & SECURITY
See all 11 articles
Security
Password Policy
2FA (Two-factor authentication)
Introduction to Single-Sign-On (SSO) and SAML
How to Setup Single Sign-On (SSO) using SAML
How can I reset my login password?
Security Monitor
Teams
Teams
How to Create a Team?
How to Edit a Team?
How to Deactivate a Team?
How to Reactivate a Team?
How to Filter records by Teams?
See all 7 articles
Account/Organization Management
Manage Organization Details
Brand Book
