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?