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Navigation: My Profile, Settings, Logging In

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Desktop navigation

You will find icon “new” in every section to create new records such as leads or deals. Each section has its own search and filters area with different extra options, like maps or pipeline.

 

Logging In

Simply access Teamgate from anywhere using any device - all you need is an Internet connection. To sign in, visit teamgate.com and click “SIGN IN” button at the top of the page.

Enter the credentials and click Sign In.

 

My profile

At the top of Teamgate page, click your name icon. From the menu under your name, select My Profile. You can set your personal information, change your password, add notifications or set personal preferences on your profile settings.

 

Settings

Settings is a place to manage your account preferences, profile, custom fields and status, tags and much more. You can set up integrations and manage your user roles, permissions and users as well.

 

Demo data

When You start Trial version of Teamgate, application gives you an option to upload demo data. It is made for your convenience, so that in short period of 15 days you can experience all that Teamgate has to offer. There is no need to fill in huge amounts of data, simply use pre-made materials.  At any point of trial period, you can delete demo data and start entering your own information, or export it from your own database.

 

Goals

In order to get the most out of insights and reports, set up activity and sales goals for your team. This will allow you to track how you and your team members are performing toward set goals. Visible goals and activity indicators not only boost motivation for the team but also allow each team member to evaluate themselves individually.

In order to set activity and sales goals, go to Insights and choose Goals on your left-hand side from the sidebar.

 

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