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  • Getting Started
  • User Management
  • Import and Export
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  • Deals / Sales Process
  • Companies and People
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  1. Teamgate
  2. KNOWLEDGE BASE
  3. COMPANIES & PEOPLE

COMPANIES & PEOPLE

Learn how to manage your Companies and People lists effectively.

  • Companies and People association tree
  • How to sort Companies and People list and manage pages?
  • How to arrange information blocks in customers' profile?
  • What are People / Company statuses in Teamgate?
  • How can I change owner of a contact?
  • Dealing with Duplicates
  • How can I change owner of a Company?
  • How to add a new company?
  • How can I delete a company?
  • How to see "My contacts"? and "My team's contacts"?
  • How can I delete the people?