Getting Started

The Basics

• Overview of Salesmate's Modules
• How to Add Contacts & Companies
• Organizing Activities
• Manage Deals
• Organizing Notes
• How to connect email account in Salesmate

See all 9 articles

Filters and Views

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

Import 2.0

• Learn more about import using a file
• Learn more about how to import using an individual or grouped file
• Import data from Pipedrive CRM
• Import data from HubSpot CRM
• Salesmate Import FAQ's

Product Updates and Feedback

• Send Feedback or the Feature Request
• What is Progress Board?
• Learn about the Product Updates

GDPR

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

Data Security

• How secure is my data
• How secure is my data?
• How is data backed up in Salesmate?