Learn all about getting your Teamgate account ready
All about settings, adding users, roles and rights, data import and much more
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- How to remove demo data?
- How do I Export Leads from Mac Contacts to Teamgate?
- Introduction: 1. Terminology Guide
- 2. Navigation
- 3. Organizer
- 4. Leads
- ★ How can I use Leads in Teamgate?
- Generate your leads using WordPress web form
- How Do I Export Leads from Microsoft Outlook to Teamgate?
- How to send a SMS to Leads?
- How to use Smart menu in Leads?
- How to copy email or phone number to clipboard in Leads?
- ★ How does Deals drag and drop work in Teamgate?
- How can I see my lost or won deals?
- How to create sales pipeline?
- How to add a new pipeline?
- How can I add a Deal?
- How can I change owner of a Deal?
- ★ How to attach an email copy to the company or contact card
- ★ Companies and People: Functionality description
- Filter "Not contacted within"
- How Do I Use/Scan QR Codes?
- How to use email dropbox address?
- How can I change owner of a contact?
- ★ Calendar overview
- How do I sync the calendar with my Mac using CalDAV?
- How to set up Teamgate CalDAV on iPhone/iPad
- How to synchronize Teamgate calendar with iPhone/iPad?
- Why can't I edit all events?
- ★ How to set your goals?
- Activity: Activity Goals
- Activity: Activity Ratios
- Leads: What is your Leads Trajectory?
- Sales Pipeline: Pipeline today
- Sales Pipeline: Pipeline history
- ★ My profile: Integrations
- Morning Muffin
- How to set/change my user details?
- How to upload/change my user profile photo?
- How to change your password
- How to change my system language?
- ★ Automatic CC/BCC in Gmail
- ★ Automatic CC in Outlook
- ★ How to import your client list?
- How to activate inactive user?
- Trial account cancellation
- Automated disconnecting
- ★ Teamgate-LinkedIn Shuttle
- Google Drive. Sync your files
- MailChimp. Easily manage email campaigns
- SmartDialer. Integrated cloud-based phone solution
- E-MAIL. Attach copy of email
- Google Calendar. Sync your events
- Teamgate: one step further CRM
- Insights: Sales Funnel
- Insights: Activity Goals
- Insights: Activity Ratios
- Insights: Pipeline Today
- Insights: Pipeline History