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Customize your Salesmate, Modify Organization details, Manage Users, and much more.
Custom fields, layouts and field customisation
Pipeline and Stage customization
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
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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
Manage Organization settings