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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 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?