Let your team know what the current situations are in your company by sharing a dashboard with them. In this video tutorial, you will learn how to share specific dashboards to an invitee and determine if they have already received or seen it.
There are different templates to choose from Saphyte CRM if you want a ready-made dashboard. In this video tutorial, you will learn how to create a dashboard from a pre-given template. You can choose from among the pre-defined templates which are Clients, Forms, Deals, Campaigns, or Emails.
You can easily duplicate a dashboard in Saphyte CRM system. You can edit, delete, or create other widgets from the copied dashboard. In this video tutorial, you will learn how to copy a dashboard from your existing ones.
Once you set a specific dashboard as your default, it will be the first and default view every time you visit the Dashboard tab. In this video tutorial, you will learn how to set a default dashboard from the dashboards that you have created.
Logs are important data that validates the security of all the information stored in your Saphyte workspace. In this video tutorial, you will learn how to track everything that happens in the system through the Logs. The logs are categorized into System Logs, Workflow Logs, Email Logs and many more. All the information about a certain activity that was performed in the system is fully detailed in the log.
In this video tutorial, you will learn the basics and guidelines for building your own forms. Saphyte Form Builder lets you build your own forms with flexibility and lets you build a form that can capture the right information using the right field.
In this video tutorial, you can learn how to create, edit, or delete departments. Departments allow you to manage the different divisions of your organization that deals with a specific area of activity or expertise.
Roles are the CRM functions that you assign to your users. The roles set your organizational hierarchy. In this video tutorial, you will learn how to designate roles to your users wherein you can also create, edit, duplicate or delete it.
Sometimes, we tend to forget our passwords. This video tutorial how an admin user with the change password role can change the password of a user that got locked out of the Saphyte CRM.