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?