Help Articles
Submit Ticket
Submit Ticket
  • Recent Searches
All Categories
Using Salesmax Features
7

Using Salesmax Features

Last Update 4 years ago
These articles will help you to know how you can use the Salesmax features
Sourav
How to view the newly assigned leads in the Salesmax web app?
Last Update 4 years ago
How do I call a Lead?
Last Update 4 years ago
How to check the Pending Assignments of leads or Tasks in Salesmax web app?
Last Update 4 years ago
How to add call notes?
Last Update 4 years ago
How to add visit notes?
Last Update 4 years ago
How to check the Recent activities in Salesmax web app?
Last Update 4 years ago
How to search for the Lead in Salesmax?
Last Update 4 years ago

Other Categories

Getting Started
Learn to setup Salesmax within minutes
8 articles and other
Last Update 4 years ago
Troubleshoot Yourself
Learn and fix the issues by yourself
1 article and other
Last Update 4 years ago
Salesmax Features
Learn about using the features
9 articles and other
Last Update 3 years ago
FAQ
Billing / Account / Phone Number
10 articles and other
Last Update 4 years ago
Data Security
Learn how the Data is handled
1 article and other
Last Update 4 years ago
Authorizations by Roles in Salesmax
Super Admin , Admin, Manager, Reps - Do's and Dont's
1 article and other
Last Update 4 years ago