Getting Started

The Basics

• Overview of Salesmate's Modules
• How to connect email account in Salesmate
• How to add Contacts in Salesmate
• Invite Teammates
• How to Add Contacts & Companies
• Organizing Activities

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Data Security

• How secure is my data

Import 2.0

• Learn more about import using a file
• Learn more about how to import using an individual or grouped file
• Learn more about importing from another app
• Salesmate Import 2.0 FAQ's

Filters and Views

• Smart filters and custom views
• Custom Views and Favorites
• Manage Columns in the List View
• In Line Edit Option On the List View Page
• Merging Duplicate Records
• The List View - Bulk Operations

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GDPR

• What is GDPR?
• Salesmate - GDPR FAQs
• Salesmate Sub-Processors
• Collect Consent with GDPR Forms