Skip to main content
Submit a request
Basic understanding of Salesmate CRM operations and frequently asked Questions
Getting started with Videos
Overview of Salesmate's Modules
How to connect email account in Salesmate
How to add Contacts in Salesmate
How to Add Contacts & Companies
See all 13 articles
Dashboard and Reports
Working with default system Reports
Generating Custom Reports
How is data backed up in Salesmate
How secure is my data
Deals - Understanding Deals and how to manage it
What are the colored icons on the deals in the Deal Board View?
Reporting and Filters
Custom Views and Favourites
Merging Duplicate Records
How to create activities automatically when deal stage is updated?
Smart filters and custom views
The List View - Bulk editing, updating & filtering
The Custom View - Quick Query
How do I automate date based events?
Automatically add Teammates to Deals
How can I create an Activity once the deal has been marked as WON
How to create an Activity automatically when an Open Activity has been marked Complete?
How to Automatically Create a Deal in a Pipeline once a Contact is created or Updated with a "Tag" or a Field using Workflows
See all 7 articles
What is GDPR?
Salesmate - GDPR FAQs
Collect Consent with GDPR Forms