TEAMGATE HELP AND SUPPORT
Everything you need to know to sell more with Teamgate
Need to add a user or learn all about user Hierarchies? See how to administer your user accounts.
Import and Export
Learn how to import your data from other sources or export for further analysis.
Dashboard is here to provide you with a quick overview of everything you need to know about your sales in one place.
What is a Lead? A Lead is a person, company or business opportunity that has not been confirmed and added to your Sales Pipeline yet.
Deals / Sales Process
What is a Deal? A Deal is an entity by which the Journey is tracked through your Sales Pipeline.
Companies and People
You can find two contact sections in Teamgate: People and Companies. Each section holds the different type of Contacts, and both are related, too.
Plan your time, take actions and win. Create activities, assign meetings and get straight to selling.
Data-driven intelligent reports provide sales managers with a real-time image of their business.
See all of the customizations you can make to your account in the settings screens.
How to pay for the services, upgrade subscription plans and receive the invoices.
Learn how to attach and save all the necessary documents in Teamgate.
Take the most out of Teamgate with integrations such as Zendesk, LinkedIn, Zapier and many more.
Learn about email integration and email template settings.
Your data is always secured and backed up.
Create a catalog of products, add them to sales, and track detailed product sales results in analytics.