Documentations
- Quick Start
- Set up your Team
- Task Management
- Dashboard
- Categorizations
- Lead Scoring
- Client Management
- Manage Entity
- Contacts
- Add Contacts
- Edit Contact Profile
- Bulk Edit Contacts
- Contact History
- Form Submissions Contacts
- Add Notes to Contacts
- Associate Appointments with Contacts
- Contacts – Call History
- Read Emails Associated with Contacts
- Manage Documentation Associated with Contacts
- Manage Duplicate Contacts Entries
- Monitor Lead Score Logs of Contacts
- Manage Quotes with Contacts
- Manage Invoices with Contacts
- Associate Deals with Contacts
- Associate Campaigns with Contacts
- Associate Contacts with a Company
- Assign Manager to a Contact
- Leads
- Add Leads
- Edit Lead Profile
- Bulk Edit Leads
- Lead History
- Form Submissions Leads
- Add Notes to Leads
- Associate Appointments with Leads
- Read Emails Associated with Leads
- Manage Documentation Associated with Leads
- Manage Duplicate Leads Entries
- Monitor Lead Score Logs of Leads
- Manage Quotes with Leads
- Manage Invoices with Leads
- Associate Deals with Leads
- Leads – Call History
- Associate Campaigns with Leads
- Associate Leads with a Company
- Assign Manager to a Lead
- Prospects
- Add Prospect
- Edit Prospect Profile
- Bulk Edit Prospects
- Prospect History
- Form Submissions Prospect
- Add Notes to Prospects
- Associate Appointments with Prospects
- Read Emails Associated with Prospects
- Manage Documentation Associated with Prospects
- Manage Duplicate Prospects Entries
- Monitor Lead Score Logs of Prospects
- Manage Quotes with Prospects
- Manage Invoices with Prospects
- Associate Deals with Prospects
- Prospects – Call History
- Associate Campaign with Prospects
- Associate Prospects with a Company
- Assign Manager to a Prospect
- Customers
- Add Customer
- Edit Customer Profile
- Bulk Edit Customers
- Customer History
- Form Submissions – Customers
- Add Notes to Customers
- Associate Appointments with Customers
- Read Emails Associated with Customers
- Manage Documentation Associated with Customers
- Manage Duplicate Customers Entries
- Monitor Lead Score Logs of Customers
- Manage Quotes with Customers
- Manage Invoices with Customers
- Associate Deals with Customers
- Customers – Call History
- Associate Campaigns with Customers
- Associate Customers with a Company
- Assign Manager to a Customer
- Companies
- Add Company
- Edit Company Profile
- Companies History
- Add Notes to Companies
- Associate Deals with Companies
- Associate Appointments with Companies
- Manage Documentation with Companies
- Manage Quotes with Companies
- Manage Invoices with Companies
- Associate Campaigns with Companies
- Companies – Call History
- Delete Company Record
- Marketing Automation
- Emails
- Marketing Lists
- Forms
- Landing Page
- Email Campaigns
- Campaign Management
- Sales Pipeline
- Deals Management
- Add Deals
- Tagging Deals
- Switch Deals View
- Filtering Deals
- Customize Deal Stages
- Delete Deals
- Export Deals
- Add Notes to Deals
- Add Appointments to Deals
- Add Documents to Deals
- Associate Campaigns with a Deal
- Associate Quotes with a Deal
- Associate Invoices with a Deal
- Associate Products with a Deal
- Associate Deals with Pipeline
- Moving Deals Along the Sales Pipeline
- Send Emails from Deals Section
- Deals Activity Feed
- Quotes Management
- Invoice Management
- Payment Link
- Product Catalog
- Workflows
- Custom Fields
- Reports
- Logs
- System Settings
- Billing/Invoices
- Mobile App
- Integrations
Quick Guide
- Quick Start
Learn how to get started with your workspace. - Set up your Team
Set up your team and create roles that permit or restrict certain actions to be performed in the system. - Task Management
Get the know-how to add tasks, meetings, and appointments in the system and associate them with your clients and team members. - Dashboard
Learn how to access and customize your dashboard according to your preferences. - Categorizations
Saphyte provides you with the ability to set custom statuses and sub-statuses for easier categorization of your clients. - Lead Scoring
Learn how to apply lead scores and to identify if your leads are likely to be converted into sales. - Client Management
Manage your leads, prospects, and customers effectively. Organize and store your contacts in one repository with all the information you need.- Manage Entity
How to use Filter section’s floating action buttons - Contacts
- Add Contacts
- Edit Contact Profile
- Bulk Edit Contacts
- Contact History
- Form Submissions Contacts
- Add Notes to Contacts
- Associate Appointments with Contacts
- Contacts – Call History
- Read Emails Associated with Contacts
- Manage Documentation Associated with Contacts
- Manage Duplicate Contacts Entries
- Monitor Lead Score Logs of Contacts
- Manage Quotes with Contacts
- Manage Invoices with Contacts
- Associate Deals with Contacts
- Associate Campaigns with Contacts
- Associate Contacts with a Company
- Assign Manager to a Contact
- Add Contacts
- Leads
How to edit information of your lead in the System- Add Leads
- Edit Lead Profile
- Bulk Edit Leads
- Lead History
- Form Submissions Leads
- Add Notes to Leads
- Associate Appointments with Leads
- Read Emails Associated with Leads
- Manage Documentation Associated with Leads
- Manage Duplicate Leads Entries
- Monitor Lead Score Logs of Leads
- Manage Quotes with Leads
- Manage Invoices with Leads
- Associate Deals with Leads
- Leads – Call History
- Associate Campaigns with Leads
- Associate Leads with a Company
- Assign Manager to a Lead
- Add Leads
- Prospects
How to add prospects manually in the System- Add Prospect
- Edit Prospect Profile
- Bulk Edit Prospects
- Prospect History
- Form Submissions Prospect
- Add Notes to Prospects
- Associate Appointments with Prospects
- Read Emails Associated with Prospects
- Manage Documentation Associated with Prospects
- Manage Duplicate Prospects Entries
- Monitor Lead Score Logs of Prospects
- Manage Quotes with Prospects
- Manage Invoices with Prospects
- Associate Deals with Prospects
- Prospects – Call History
- Associate Campaign with Prospects
- Associate Prospects with a Company
- Assign Manager to a Prospect
- Add Prospect
- Customers
How to add a new customer in Saphyte CRM- Add Customer
- Edit Customer Profile
- Bulk Edit Customers
- Customer History
- Form Submissions – Customers
- Add Notes to Customers
- Associate Appointments with Customers
- Read Emails Associated with Customers
- Manage Documentation Associated with Customers
- Manage Duplicate Customers Entries
- Monitor Lead Score Logs of Customers
- Manage Quotes with Customers
- Manage Invoices with Customers
- Associate Deals with Customers
- Customers – Call History
- Associate Campaigns with Customers
- Associate Customers with a Company
- Assign Manager to a Customer
- Add Customer
- Companies
- Add Company
- Edit Company Profile
- Companies History
- Add Notes to Companies
- Associate Deals with Companies
- Associate Appointments with Companies
- Manage Documentation with Companies
- Manage Quotes with Companies
- Manage Invoices with Companies
- Associate Campaigns with Companies
- Companies – Call History
- Delete Company Record
- Add Company
- Manage Entity
- Marketing Automation
Using Saphyte’s powerful automation tools, you can send time-based or action-triggered emails. This can help effectively nurture your leads and drive sales from potential customers and as well as existing ones. - Emails
Explore the know-how in setting up your email in the CRM and maximizing its use for more efficient customer relationship management. - Marketing Lists
Engage and target specific group of contacts based on different criteria and behavior by add them into a subscription list. - Forms
This tutorial helps you build forms that capture relevant information from your respondents. - Landing Page
Learn how to design and test landing pages that will convert visitors into leads. - Email Campaigns
The Email Campaign module allows you to send a targeted email marketing campaign and at the same time, measure the KPIs that show how your audience engages with the marketing emails you have sent them. - Campaign Management
This tool allows you to measure the effectiveness of your marketing efforts directed at your target audience. - Sales Pipeline
Explore the flexibility of the sales pipeline and how you can use it as a folder or subfolder for your deals. - Deals Management
Deals Management is a systematic approach to managing your deals in one place. Learn how to manage your deals in this tutorial.- Add Deals
- Tagging Deals
- Switch Deals View
- Filtering Deals
- Customize Deal Stages
- Delete Deals
- Export Deals
- Add Notes to Deals
- Add Appointments to Deals
- Add Documents to Deals
- Associate Campaigns with a Deal
- Associate Quotes with a Deal
- Associate Invoices with a Deal
- Associate Products with a Deal
- Associate Deals with Pipeline
- Moving Deals Along the Sales Pipeline
- Send Emails from Deals Section
- Deals Activity Feed
- Add Deals
- Quotes Management
Simplify your sales proposal process. Generate built-in quotes that can be sent to your prospective clients and convert it into an invoice with just a click. - Invoice Management
Learn how you can customize your invoicing code, configure your invoice calculation, view your invoice history and add comments, download, print, associate invoices with your deals, email invoices to your clients. - Payment Link
- Product Catalog
Know how to manage your product and service catalogue, create your product listings, and configure your product specifications. - Workflows
Create intelligent workflows that will allow you to set up, automate, and run your business processes. - Custom Fields
Custom Fields are used to capture relevant information from your client which are not captured in the system by default. Learn how to create and configure your custom fields. - Reports
Create your reports easily with the help of Saphyte’s Report Wizard. You can create reports from pre-defined templates or choose to create your own customized report. - Logs
All the information about a certain activity that was performed in the system is fully detailed in the log. - System Settings
Learn how to manage the basic system settings in your workspace. - Billing/Invoices
Familiarize yourself with the information regarding your billing and subscription. - Mobile App
Learn how to navigate Saphyte in the mobile app version. - Integrations
External applications are integrated into the system for better user experience and added functionality. Learn how to configure them.