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Salesmate
Getting Started
Getting Started
Basic understanding of Salesmate CRM operations and frequently asked Questions
The Basics
Overview of Salesmate's Modules
How to Switch Between Light and Dark Themes
How to Add Contacts
How To Add Companies
How to Add an Activity
Manage Deals
See all 13 articles
List View Operations and Customization
Smart filters and Custom views
Manage Column Setting in List View
Customization Options On the List View
Merging Duplicate Records
The List View - Bulk Operations
Pin Your Favourite Views
Import 3.0
Learn more about import using a 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 Sub-Processors
Collect Consent with GDPR Forms
Salesmate - GDPR FAQs
HIPAA
HIPAA Configuration Guide for Salesmate
Data Security
How secure is my data
How is data backed up in Salesmate?