Getting Started

The Basics

• Overview of Salesmate's Modules
• How to Add Contacts
• How To Add Companies
• How to Add an Activity
• Manage Deals
• Types of Fields Available in Salesmate

See all 12 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

Data Security

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