FAQs
- Can I attach files to email templates so I don't have to add it every time I send one?
- Deals set to Public Read Only. The non-owner of this Deal can still delete it.
- Not able to connect Gmail account
- How do I search my records?
- Field Level Customization in detail screens
- Why can't I attach a file to an email template?
- Clearbit data fields that is returned to Salesmate
- How to integrate Google Voice calling with Salesmate?
- How do I schedule appointments?
- Why does Salesmate not offer Google Contact Sync?
- How to Create Email Templates in our CRM
- How to Create a Salesmate account
- Is it true that I can not insert an image or attachment to templates unless they exist at a url?
- How can I choose my accessibility options / interface preferences?
- I can see a record, but my colleagues can't. Why not?
- How Do I Disable/Enable Desktop Notifications
- Can I pay for Salesmate with something other than a Credit / Debit card?
- Can I rename the terms used in Salesmate such as deals?
- Can I duplicate my pipeline/stages?
- Connect your Google account
- Why email tracking doesn't always work.