SETTINGS
Customize and adjust Teamgate CRM according to your business needs!
- Mandatory fields. How to make fields mandatory to fill when creating new contacts?
- Custom fields mapping. Transfer custom fields information from leads to companies, people and deals
- Morning Muffin
- How to create a tag?
- How to use and manage tags?
- How to create and edit custom fields?
- How to create my own filter combination?
- Change your system language
- What is locale and how to change it?
- Global search
- Trial account cancellation
- How to use filter?
- How Do I Use/Scan QR Codes?
- How to create customer loss reasons?
- How to register an error?
- Teamgate is disconnecting me. How to keep logged in for 30 days?
- How Do I Use/Scan QR Codes?
- Maps. How to see all my deals in the map?
- Filter "Not contacted within"
- How Do I Use/Scan QR Codes?