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Salesmate
Setup
Setup
Customize your Salesmate, Modify Organization details, Manage Users, and much more.
Customizations
How to Customize the Sidebar
Customize The System Modules
Customize the Page Layout in Salesmate
Custom Text Widget in Detail View
Enabling Sorting & Filtering for Widgets in Page Layout
Customize the Module Create Forms
See all 24 articles
Validation Rules
Introduction to Validation Rules
How to Create Validation Rule
Validation Condition using Regular Expression (regex)
Display Error Message Action
How to Edit Validation Rule
How to Delete Validation Rule
See all 7 articles
Data Administration
How to avoid duplicates and merge records?
Exporting data from Salesmate
Exporting multilingual records from Salesmate
Voice & Text
Calling Integrations with Salesmate
User Management
Track Seats
Managing Seats
Salesmate Seats
Overview of User's & Security
Managing Users in Salesmate
Managing Profile Permissions in Salesmate
See all 8 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
Calculated Fields
Introduction to Calculated Fields
Calculated Fields Plans & Limitations
How to create Calculated Fields
General rules for Calculated Fields
How to Delete Calculated Fields
Calculated Fields FAQ's