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  1. Teamgate
  2. KNOWLEDGE BASE
  3. SETTINGS

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?

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