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  • Getting Started
  • User Management
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  • Deals / Sales Process
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  1. Teamgate
  2. KNOWLEDGE BASE
  3. GETTING STARTED

GETTING STARTED

Learn all about getting your Teamgate account ready and running!

  • Introduction: Terminology Guide
  • Effective sales process management
  • Teamgate – for picky sellers
  • The structure of Teamgate CRM and workflow
  • How To Remove Demo Data?
  • Navigation: My Profile, Settings, Logging In
  • Leads: Create, Manage and Convert Your Leads
  • Contacts: Manage, Segment, Filter Your Contacts and Track Your Communication History
  • Deals: Manage Your Deals and Your Sales Pipeline
  • Organizer: Plan Activities, Log Calls, Schedule Meetings
  • Insights: Analytics and Reports, Sales Forecasting, Performance Analysis
  • How to see all of my contacts in map?

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