Login

• Login to Teamgate CRM using your Google or LinkedIn accounts.

Leads

• Optimized Leads conversion to a Contact or/and Company time. The process became faster.

Files

• Changed the style of file’s title. From now on it is showing full file title.

Organizer

• New feature to enter a description when creating task and call. Create events straight from calendar

• From now on it is available to make a call from Agenda. Agenda

• Fixed issue, that caused to duplicate completed calls on the Dashboard.

Insights

• Updated Won/Lost insights report. From now on it is available to analyze results by sum. Insights > Sales results > Won/Lost Sales Results: Won/Lost

• Updated “Deals by Country” and “Leads by Country” reports. It is now available to filter Deals by State. Insights > Marketing > Deals by Country. Marketing: Leads by Country report

Data migration

• Implemented a feature to import Leads, Contacts and Companies using VCF file format. This allows to migrate data from MAC address book, Google contacts, etc. Import & Export