Customizations
- Customize The System Modules
- How to Create Custom Section?
- How to Create Custom fields?
- How do I activate/deactivate custom fields?
- How do I edit/delete Custom fields?
- How do I change position of the field/section?
- Custom fields, layouts and field customisation
- How to add dependancy fields in Salesmate?
- Setting up Lookup Fields (Relationship Fields)
- Tag Management
- Creating Custom Activity Type
- Managing Marketing Pipeline in Salesmate
- Pipeline and Stage customization
- Formula Fields Functions and Operators
- What are Formula Fields and Managing them
- Formula Case Studies