Overview of Salesmate
- Manage Organisation Details Within Salesmate CRM
- Setting Up Email Templates in Salesmate
- How to use Salesmate Chrome Extension for Gmail
- Built-in telephony (calling and SMS) - Salesmate CRM
- Creating a Sequence For Email Automation within Salesmate CRM
- Setting Up Teams in Salesmate CRM
- Importing Records
- Statistics & Report
- Email Integration
- Deal Management - Detail View
- Deal Forecast and Revenue projection
- List View - Bulk Operations
- Customisation - Settings and defining Pipelines
- Pipeline Management
- Adding Users, Company, Contacts, Deals and Activities