Team & Workspace
New to Saphyte? Get to know the basics here
Videos
Logs
Logs are important data that validates the security of all the information stored in your Saphyte wo... Read Article
Watch Video 1.46 min
Create a ‘Form from Scratch’ – Video Guide
In this video tutorial, you will learn the basics and guidelines for building your own forms. Saphyt... Read Article
Watch Video 1.19 min
Create a Campaign Profile – Single Campaign
In this video tutorial, you can learn how to create a single campaign. In a single campaign, you can... Read Article
Watch Video 0.56 sec
Create a Campaign Profile – Group Campaign
In this video tutorial, you can learn how to create group campaigns. A group campaign is the main ca... Read Article
Watch Video 0.42 sec
Campaign Dashboard – Campaign Management
Campaign Management is a handy feature for the marketing team. They can keep track of their ongoing ... Read Article
Watch Video 2.01 min
Departments – Video Guide
In this video tutorial, you can learn how to create, edit, or delete departments. Departments allow ... Read Article
Watch Video 1.26 min
Leads
In this video tutorial, you will learn about the lead section and how to navigate its different tabs... Read Article
Watch Video 3.31 min
Add Deals – Deals Management
In this video tutorial, you will learn how to manage and create new deals and pipelines. Deals Manag... Read Article
Watch Video 1.34 min
Sign Up and Get Started – Video Guide
It is easy to sign up and get started with Saphyte. In this video tutorial, you will learn the steps... Read Article
Watch Video 1.24 min
Roles – Video Guide
Roles are the CRM functions that you assign to your users. The roles set your organizational hierarc... Read Article
Watch Video 1.09 Min