Team & Workspace
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Videos
Share a Dashboard with your Team – Video Guide
Let your team know what the current situations are in your company by sharing a dashboard with them... Read Article
Watch Video 1.13 min
Associate Deals with Pipeline – Video Guide
The sales pipeline allows you to set up the stages of your sales tailored to your business processes... Read Article
Watch Video 1.07 min
Edit Existing Sales Pipeline – Video Guide
You can easily edit an existing sales pipeline in Saphyte CRM. Just follow this video tutorial where... Read Article
Watch Video 0.36 sec
Configure Lead Scoring – Video Guide
Saphyte’s Automated Lead Scoring helps you prioritize your leads by applying score conditions to i... Read Article
Watch Video 1.02 min
Set Rules for Lead Scoring – Video Guide
Lead scoring is a helpful tactic to know where your leads are in your sales process. In this video t... Read Article
Watch Video 0.54 sec
Create a Dashboard from Template – Video Guide
There are different templates to choose from Saphyte CRM if you want a ready-made dashboard. In this... Read Article
Watch Video 1.04 min
Duplicate a Dashboard – Video Guide
You can easily duplicate a dashboard in Saphyte CRM system. You can edit, delete, or create other wi... Read Article
Watch Video 0.43 sec
Set Default Dashboard – Video Guide
Once you set a specific dashboard as your default, it will be the first and default view every time ... Read Article
Watch Video 0.34 sec
Create a Sales Pipeline – Video Guide
The sales pipeline allows you to set up the stages of your sales tailored to your business processes... Read Article
Watch Video 0.50 sec
Moving Deals along the Sales Pipeline – Video Guide
There are different stages where your deals move in your sales pipeline. In this video tutorial, yo... Read Article
Watch Video 0.33 sec