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Teamgate CRM Help & Support Hub

Everything you need to know to sell more with Teamgate

Teamgate Docs

Release notes 2018-04-05
Effective sales process management
Introduction: Teamgate terminology guide
Teamgate user guide
Teamgate – for picky sellers
Organisation of data in Teamgate
Release notes 2017-05-24
Release notes 2017-04-18
Release notes 2017-03-14
Release notes 2017-02-27
Leads: create, manage and convert your leads
Release notes 2017-02-17
Release notes 2017-02-01
Contacts: manage, segment, filter your contacts and track your communication history
Deals: manage your deals and sales pipeline
Release notes 2017-01-24
Release notes 2017-01-17
Import leads from Mac contacts to Teamgate
Deactivate / delete a user from Teamgate
Insights: analytics and reports, sales forecasting, performance analysis
Organizer: plan activities, log calls, schedule meetings
Activate an inactive user
Add users to my Teamgate account
Select the language of the system
Set Roles and permissions for users
Set time zone
Set the section you want to open first when sign-in to Teamgate
User’s card/profile
Update your user profile
Upload or change your profile photo
Create/manage user teams
Change password
Best practices to manage leads in Teamgate
How to enable a grid view in Leads, People, Companies list?
Lead scoring
Convert a Lead
Sort Leads list and manage pages
Use bulk actions in Leads
Edit information in the leads’ cards
Use default and custom lead statuses
Make the Leads starred
Set unqualified reasons for non-converted leads
What is Lead’s card?
Copy email or phone number to clipboard in Leads
Use Smart menu in Leads
Merge duplicates in Leads
See your Leads on map
Send a newsletter to Leads
Lead source
Custom fields and how to manage them in Leads
Create new Lead
Plan new activities
Tag a Lead
Find all your Leads
Assign and edit flags in Leads
Dashboard- Sales velocity
Dashboard overview
Send SMS to Leads
Change owner of a Lead
Use search to find your Leads quickly
Filter “Not contacted within”
Create shared objects
Delete leads from Teamgate
Track your contacts and deals geolocation in the map!
Sort companies and people lists and manage pages
Set goals for your users
Automatically attach incoming emails to Teamgate using Office 365 email program
Import combined people and companies list to Teamgate
How Do I Use/Scan QR Codes?
Integrate Twilio to Teamgate and make calls from the CRM
Teamgate – LinkedIn Shuttle
Filtering functionality
I want to cancel my subscription
Send emails straight from Teamgate
Create and mark loss reasons for the deals
Automatically attach outgoing emails to Teamgate using Outlook email program
Check your Agenda
Marketing: Deals by Country
Marketing: Deals by Industry
Find my API authentication key (AUTH_TOKEN)
My profile: Integrations and Login settings
Create and edit custom fields
Outgoing SMTP email set-up to send emails from Teamgate.
Sales Results: Won/Lost
See all activities in a list view
Export Leads from Microsoft Outlook and import to Teamgate
Organizer overview
Teamgate – PieSync integration
Sales Results: Customer Loss Reasons report
Leads – Unqualified Reasons report
Create predefined email templates and send them to your customers
Import Leads from Google Contacts
Import Leads list to Teamgate
Change owner of the deal
Upload files to notes, tasks and appointments
Create multi pipelines
How can I see my lost or won deals?
Create and customize your sales pipeline stages
Sales Results: Won Deals
Activity: Activity Goals
Morning Muffin
Teamgate – Nexmo integration
Create custom activity types
Preview and download files
Sales Pipeline: Sales Funnel
Change subscription plan of your Teamgate account
Sales Pipeline: Forecast
Sales Pipeline: Movement
Teamgate – Mailchimp integration
Activity: Activity Ratios
Create activities straight from the calendar
Statuses of people and companies statuses
Marketing: Leads by Country
Import customer list from Xero to Teamgate
How to open exported CSV file using MS Excel?
Instruction how to prepare a file for database import to Teamgate
Import customer list from QuickBooks to Teamgate
Import contacts from LinkedIn profile
Export leads, people and companies list from Teamgate
Serious data security
Check all deals’ location in the map
Automatically attach emails to Teamgate using Gmail email program
Teamgate – SurveyMonkey integration
Plans and pricing of Teamgate CRM
Change your system language
Set locale for your Teamgate account
Delete a company
Add additional email address you are using to Teamgate
Make a payment and upgrade your Teamgate account
Cancel trial account
WordPress web form
Create new deal
Marketing
Attach an email copy to the Lead card (Smart Cc/Bcc)
Upload files to a deal
Sync Teamgate with Google Drive
Twilio and Teamgate integration. Learn how it works!
Google Calendar. Sync your meetings!
Create predefined filter combination
Find files, related to clients
Sales Pipeline: Sales Cycle
Sales Pipeline: Pipeline today
Use global search to find leads, people and companies
Set-up Outgoing SMTP email settings while using 2-step verification in Gmail
Teamgate – Intercom integration
Delete the people
Create the catalog of products
Create tags to categorise your leads, companies and people
Sync your Android calendar with Teamgate
Learn how the files filtering works
Teamgate – Zendesk integration
Use Teamgate – Intercom integration
Connect QuickBooks to Teamgate
QuickBooks and Teamgate integration. Learn how it works!
Connect Xero to Teamgate
Change date format in the calendar
Change calendar colors
Edit other teammates’ activities
Sync calendar with your iPhone/iPad
Sync Teamgate calendar with Mac calendar using CalDAV
Review planned work of your colleagues
Arrange information blocks in companies and people profiles
Change the owner of a people
Remove duplicates in companies and people lists
Change the owner of a company
Create new company
Use filter “My contacts” and “My team’s contacts”
Leads Trajectory
Sales Pipeline: Pipeline history
Sales Pipeline: Stage Changes
Automatically attach emails to the company, lead, deals and contact cards (Smart Cc/Bcc)
Automatically attach incoming emails to Teamgate using Outlook email program
Teamgate – Zapier integration
Marketing: Leads by Industry
Change credit card details
Download invoices
Move deals through stages
Change the stage of the deal
Collapse and expand sales pipeline stages
Create deals via email
Delete deals
Outlook and Thunderbird calendar synchronization using CalDAV protocol
Sales Results: Sales Trajectory
Sync Outlook calendar with Teamgate calendar
Sync contacts between Google Contacts and Teamgate using Piesync
Sales results: Profitability
Create customer loss reasons and assign it to lost customers
Marketing: Leads by Source
Find files using search and filtering
Upload files to Teamgate
Teamgate – Slack integration
Insights: Forecast
Marketing: Deals by Source
Export your sales pipeline / deals
Teamgate | Privacy policy
Teamgate | Terms of service
Install Teamgate mobile app for Android
Create private meetings
Delete the activity from the organizer
Teamgate – Freshdesk integration
Create and assign Xero invoice to a deal
Xero and Teamgate integration. Learn how it works!
Insights: Sales trajectory
Teamgate: one step further CRM
Insights: Sales funnel
Insights: Activity ratios
Insights: Pipeline history
Insights: Sales goals
Insights: Marketing
Insights: Won/lost deals
Install Teamgate mobile app for Iphone?
Release notes 2018-05-03
User access and data visibility settings
Clone the deal
Custom field mapping
Sign up for a free trial!
CRM demo data: upload & delete it
Add users to Teamgate account
CRM data import (Leads, Contacts, Companies)
Create tags
Create sales pipeline
Create custom fields
Capture data with WordPress forms, Landing pages and open-API
Create tasks and activities in Teamgate
Untitled article
Dasboard overview: advantages and features
Export tasks, meetings and custom activities from Teamgate
Mandatory fields when creating Lead, People or Company
Create the catalog of Products
Add Products to a deal
Create the categories for products
Set the value of the products assigned to the deal as the total selling price
Change the default logic of how email copies attach to Deals cards
Companies and People association tree
Zapier: Add new leads with Facebook Lead Ads
Reassign tasks and contacts to another user
Forgot my password. Cannot log in. How to reset the Teamgate password?
Manage automatic notifications
Sales Pipeline Forecast
Audit logs
Galimybiu pokytis sena info
import update draft
Kaip pridėti prekes prie pardavimo?
How to create the product catalog?
How to create the category for the products?
How to assign products to a deal?
Sign up for free Teamgate CRM trial!
DRAFT~
Add more users to Teamgate account!
Teamgate CRM demo data. How to upload it and delete it?
How to create custom fields in Teamgate CRM?
How to create a sales pipeline in Teamgate CRM?
How to create tags in Teamgate CRM?
How to import data to Teamgate CRM?
How to capture data with WordPress forms, landing pages and API?
Insights: Sales Funnel
Insights: Activity Ratios
Insights: Activity Goals
Insights: Pipeline History
Insights: Pipeline Today
Insights: Forecast
Insights: Sales Goals
Insights: Marketing
Insights: Won/Lost
Insights: Sales Trajectory
Insights: Goals
Release notes 2022-06-20
How to change your Teamgate password
Release notes 2022-04-28
Untitled
Release notes 2020-10-14
Release notes 2020-06-11
Release notes 2020-08-27
Release notes 2020-05-07
Release notes 2020-02-11
Release notes 2020-03-27
Release notes 2019-12-17
Release notes 2019-12-03
Release note 2019-09-27
Release note 2019-09-11
Release notes 2020-01-21
Release note 2019-07-15
Release note 2019-03-28
Release note 2019-02-07
Release note 2019-02-07
BB
Release note 2019-01-24
Release notes 2019-01-10
Release notes 2018-11-22
Release notes 2018-10-26
Release notes 2018-10-09
Release notes 2018-09-27
Atnaujinimų sąrašas 2019-02-07
Release notes: 2018-09-07
Release notes: 2018-06-26
Release notes 2018-05-03
Release notes 2018-04-05
Relase notes 2018-03-27
Release notes 2018-03-06
Release notes 2018-01-11
Release notes 2017-05-24
Release notes 2017-04-18
Release notes 2017-02-27
Release notes 2017-03-14
Release notes 2017-02-17
Release notes 2017-02-01
Release notes 2017-01-24
Release notes 2017-01-17
Release Notes thru 2015-07-20
Teamgate User Guide
Effective sales process management
Introduction: Terminology Guide
How To Remove Demo Data?
Teamgate – for picky sellers
Navigation: My Profile, Settings, Logging In
Create custom fields [5/7]
Dashboard- Sales velocity
Dashboard overview
How to enable/disable or arrange columns in the list of Leads, People, Companies or Deals?
How to sort Leads list and manage pages?
How can I use Leads in Teamgate?
What is Lead Scoring?
How to convert a lead to a contact?
How to use bulk actions in Leads?
What is a Lead status in Teamgate?
Leads – Unqualified Reasons
How to edit Leads?
What is Lead’s card?
How to make my Leads starred?
How can I convert a Lead?
What are custom fields and how to manage them in Leads?
How to copy email or phone number to clipboard in Leads?
How to use Smart menu in Leads?
How to send a newsletter to my Leads?
How to merge duplicates?
How to use email dropbox address in Leads?
How to create a new Lead?
What is Lead source?
How can I find all my Leads?
How to plan new activity from Leads?
How can I tag a Lead?
How to send a SMS to Leads?
How to edit flags in Leads?
How can I change owner of a Lead?
What is “Convert %” in Leads?
How can I delete a Lead?
How to use search?
What is “What’s up?”
Show sum of your deals in given pipeline stage
How to transfer tags and custom field information from the buyer card to a deal card when creating new deals manually?
Sales Pipeline Forecast
How to automatically set the value of the products assigned to the deals as the deal price?
How to assure that deals always have the upcoming activities planned? Task management in the Deals section.
Deals statuses: Close status and Stage status
How to clone the deal?
How to create the Sales Pipeline?
How To Choose Your Sales Pipeline Stages?
How to move Deal through stages?
How do Deals drag and drop work in Teamgate?
How to move sale opportunity to other sales process?
How to change stage title?
Can I create a multi pipeline?
Collapse / Expand Sales Pipeline Stages
What is the duration of the stage?
How to create deals via email
How can I add a new Deal?
How can I delete a Deal?
How can I change owner of a Deal?
The Start of your Sales Process
What are deal loss reasons?
How to export your sales pipeline / deals?
Kaip sukurti pardavimų piltuvėlio stadijas?
How to create tasks and activities in Teamgate?
How to schedule the meeting in Teamgate?
Calendar overview
Where can I see scheduled meetings, calls reminders?
How to synchronize Office365 and Outlook.com Calendar with Teamgate?
To-do list
Agenda
How to sync Teamgate calendar with Google calendar?
How to sync Outlook calendar using CalDAV protocol?
How do I sync Teamgate calendar with Mac calendar using CalDAV?
How to set up Teamgate CalDAV on iPhone/iPad
Outlook and Thunderbird calendar synchronization using CalDAV protocol
How to change calendar colors?
How to synchronize Teamgate calendar with iPhone/iPad?
Why can’t I edit all events?
How to synchronize your Android calendar with Teamgate?
How to delete the activity from the Organizer?
How to change date format in the Calendar?
What are shared objects?
How to create custom activity types?
What are shared objects?
How to see list view in the calendar?
Review planned work of your colleagues
Schedule a meeting lasting several days
Create events straight from calendar
How to make the meeting Private?
Reset password for other Teamgate user
Audit Logs
Manage automatic notifications
Forgot my password. How to reset the Teamgate password?
Change the owner of contacts and active tasks
How to export the users list?
User access and data visibility settings
How to deactivate the user and reassign active tasks and records to another user?
How to set roles and permissions for users in Teamgate?
How to add users to my Teamgate account?
How to activate inactive user?
How to change my time zone?
How to change my system language?
What is Primary section and how to change it?
How to upload/change my user profile photo?
User card
Cannot add new user
How to set and change my user details?
How to manage teams?
How to change my password?
How to setup Email Sync? (Not for Gmail users)
How to setup Email Sync for Gmail users?
How to enable Sales Inbox for lower than admin user role?
How to use Sales Inbox in Teamgate?
Email Signature
Change the default logic of how email copies attach to Deals cards
How to automatically attach incoming email copies to Teamgate using Office 365?
How to automatically attach email copies to Teamgate?
How to automatically attach emails to Teamgate using Gmail? (Smart Bcc/ forwarding)
How to automatically attach outgoing email copies using Outlook email program? Automatic CC rule.
How to automatically attach incoming email copies to Teamgate using Outlook email program? Email forwarding
How to send emails from Teamgate?
How to create email templates in Teamgate?
How to attach an email copy to the Lead card?
E-MAIL. Attach copy of email
Outgoing SMTP email set-up to send emails from Teamgate.
How to create a password to connect email while using 2-step verification in Gmail?
What is an Additional email address?
How to use email dropbox address?
How to upload file to a deal?
How to create a category for product and assign it to the product?
How to upload my files to Teamgate?
How to upload files to notes, tasks and appointments?
How can I view and download files?
Where can I find files, related to my clients?
How the files filtering works?
How do I search for files?
DRAFTAS: Aktyvumo tikslų apžvalga: Veiklos efektyvumas
Pardavimų piltuvėlis
Products movement
How to set goals?
How to set calling goals?
How to set sales goals?
Activity: Activity Goals
How to set successful calls goals?
How to set meeting scheduling goals?
Leads: Leads Trajectory
How to set meeting goals?
Leads – Unqualified Reasons report
How to set Deals to Close Ratio Goals?
How to set tasks / activity goals?
How to set Leads to Close Ratio Goals?
Sales Pipeline: Pipeline today
Sales Pipeline: Pipeline history
Insights: Sales Forecast
Activity: Activity Ratios
Sales Pipeline: Sales Funnel
Sales Pipeline: Movement
Marketing: Leads by Source
Marketing: Leads by Industry
Sales Pipeline: Stage Changes
Sales Pipeline: Sales Cycle
Marketing: Leads by Country
Marketing
Marketing: Deals by Industry
Marketing: Deals by Source
Marketing: Deals by Country
Sales Results: TOP Customers
Sales Results: Won Deals
Sales Results: Customer Loss Reasons report
Sales results: Pofitability
Sales Results: Sales Trajectory
Sales Results: Won/Lost
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
Filtravimo nustatymai
Morning Muffin
How to create a tag?
How to create and edit custom fields?
Use and manage your tags
How to use and manage tags?
Change your system language
Global search
Trial account cancellation
How to use global search in Teamgate?
How to create my own filter combination?
What is locale and how to change it?
How to find desired information: filters and search
How to use filter?
How to add new source?
How to create customer loss reasons?
How to register an error?
Teamgate is disconnecting me. How to keep logged in for 30 days?
Maps. How to see all my deals in the map?
Filter “Not contacted within”
How to Use/Scan QR Codes?
How Can I Use/Scan QR Codes?
How to get personalized email summary and notifications?
Update Companies, Leads and People information in bulk with import
How to export tasks, meetings and custom activities from Teamgate?
How to import customer list from Xero to Teamgate?
How to import customer list from QuickBooks to Teamgate?
How to prepare a file for import?
How to import People and Companies list to Teamgate?
How to import Leads to Teamgate?
How to import companies and people so that they would be related?
How to open exported CSV file using MS Excel?
How to import Leads from Google Contacts?
How to export leads, people and companies list from Teamgate?
How to Export Your Data from Teamgate and Open a CSV File in Your MS Excel Program ?
How to import contacts from LinkedIn profile?
How do I Export Leads from Mac Contacts to Teamgate?
How Do I Export Leads from Microsoft Outlook to Teamgate?
How to Export & Import contacts from iPhone to Teamgate?
How to Export & Import contacts from iCloud account?
How to export contacts from Google contacts?
How to use Intercom and Teamgate integration?
How to connect Intercom with Teamgate?
How to use Twilio integration?
How to connect QuickBooks Online to Teamgate?
How to use QuickBooks and Teamgate integration?
How to create and assign QuickBooks invoice to a deal?
How to use Xero and Teamgate integration?
How to connect Xero to Teamgate?
How to create an invoice in Xero after winning the deal?
SurveyMonkey integration
VoxImplant – Teamgate integration
Zendesk and Teamgate integration
Zapier. What It Is, And What Can You Do With It?
Teamgate – LinkedIn Shuttle
Hubspot integration
Freshdesk integration
My profile: Integrations and Login settings
Google Calendar. Sync your meetings!
Track your contacts and deals geolocation in the map!
Twilio and Teamgate integration. How to set-up?
How to sync contacts between Google Contacts and Teamgate using Piesync?
Zapier: Teamgate-Slack integration
How to use WordPress web form?
Nexmo. Send SMS to your customers and receive SMS reminders
How to sync files with Google Drive?
Mailchimp and Teamgate integration
Zapier: Add new leads with Facebook Lead Ads
Where can I find the list of possible integrations?
Where can I find my API authentication key (AUTH_TOKEN)?
Add or Reduce Users
Payment Methods
Plans and pricing
How to subscribe to Teamgate?
Add or Update Your Payment Method
How to change subscription plan?
Where can I find an invoice?
How do I cancel my subscription?
How to install Teamgate mobile app for Iphone?
How to install Teamgate mobile app for Android?
How to download Teamgate mobile app for my iPhone?
How about security?
Teamgate | Privacy Policy
Teamgate | Terms of service
How to sort Companies and People list and manage pages?
How to arrange information blocks in customers’ profile?
Companies and People: Functionality description
What are People / Company statuses in Teamgate?
What are People statuses in Teamgate?
How to change a responsible person for a company or person?
How can I change owner of a contact?
How can I delete a company?
Dealing with Duplicates
How to see “My contacts”? and “My team’s contacts”?
How to export your Companies, People, Sales?
How to add a new company?
How can I change owner of a Company?
Setting up your Lead Module?
Setting up your People Card?
Setting up your Company Card?
Workflows: Introduction
Creating Workflows
Setting up your Company Module?

Getting Started

Removing CRM demo data
Navigation: My profile, Settings, Logging ln
The structure of Teamgate CRM and workflow
Leads: Create, Manage and Convert Your Leads
Deals: Manage Your Deals and Your Sales Pipeline
Organizer: Plan Activities, Log Calls, Schedule Meetings
Contacts: Manage, Segment, Filter Your Contacts and Track Your Communication History
Insights: Analytics and Reports, Sales Forecasting, Performance Analysis
How to see all of my contacts in map?

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Insights: Sales Trajectory

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Insights: Sales Trajectory

< 1 min read

“Sales Trajectory” reflects the change in sales performance by both, the company and the specific sales representative.

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