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Teamgate CRM Help & Support Hub

Everything you need to know to sell more with Teamgate

Getting Started

Teamgate – for picky sellers
Introduction: Teamgate terminology guide
Effective sales process management
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?

user management

User Management

How to change my password?
How to manage teams?
How to set and change my user details?
User card
How to upload/change my user profile photo?
What is Primary section and how to change it?
How to change my time zone?
How to change my system language?
How to activate inactive user?
How to set roles and permissions for users in Teamgate?
How to add users to my Teamgate account?
How to deactivate the user and reassign active tasks and records to another user?
How to export the users list?
User access and data visibility settings
Change the owner of contacts and active tasks
Forgot my password. How to reset the Teamgate password?
Manage automatic notifications
Audit logs
Reset password for other Teamgate user

import and export

Import and Export

How Do I Export Leads from Microsoft Outlook to Teamgate?
How do I Export Leads from Mac Contacts to Teamgate?
How to export contacts from Google contacts?
How to Export & Import contacts from iCloud account?
How to export leads, people and companies list from Teamgate?
How to import contacts from LinkedIn profile?
How to Export Your Data from Teamgate and Open a CSV File in Your MS Excel Program?
How to open exported CSV file using MS Excel?
How to import customer list from QuickBooks to Teamgate?
How to import customer list from Xero to Teamgate?
How to export tasks, meetings and custom activities from Teamgate?
Update Companies, Leads and People information in bulk with import
How to import Leads from Google Contacts?
How to import Leads to Teamgate?
How to import People and Companies list to Teamgate?
How to prepare a file for import?

Dashboard

Dashboard- Sales velocity
Dashboard overview

Leads

What is “What’s up?”
How to use search?
How can I delete a Lead?
How can I change owner of a Lead?
How to edit flags in Leads?
How to send a SMS to Leads?
How can I find all my Leads?
How can I tag a Lead?
How to create a new Lead?
How to plan new activity from Leads?
What is Lead source?
How to merge duplicates?
How to send a newsletter to my Leads?
How to use Smart menu in Leads?
How to copy email or phone number to clipboard in Leads?
What are custom fields and how to manage them in Leads?
How to make my Leads starred?
What is Lead’s card?
How to edit Leads?
Leads – Unqualified Reasons report
How to use bulk actions in Leads?
How to convert a lead to a contact?
How can I convert a Lead?
What is a Lead status in Teamgate?
What is Lead Scoring?
How to enable a grid view in Leads, People, Companies list?
How to sort Leads list and manage pages?
How to enable/disable or arrange columns in the list of Leads, People, Companies or Deals?
How can I use Leads in Teamgate?

Deals / Sales Process

What are deal loss reasons?
How to export your sales pipeline / deals?
How can I delete a Deal?
How can I change owner of a Deal?
Collapse / Expand Sales Pipeline Stages
How to change stage title?
How to move Deal through stages?
How can I add a new Deal?
Can I create a multi pipeline?
How to create the Sales Pipeline?
How to duplicate a deal?
How to assure that deals always have the upcoming activities planned? Task management in the Deals section.
How to automatically set the value of the products assigned to the deals as the deal price?
Sales Pipeline Forecast
How to transfer tags and custom field information from the buyer card to a deal card when creating new deals manually?
Show sum of your deals in given pipeline stage
How can I see my lost or won deals?
How do Deals drag and drop work in Teamgate?

Companies & People

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

Organizer

How to make the meeting Private?
Create events straight from calendar
Schedule a meeting lasting several days
Review planned work of your colleagues
What are shared objects? (cont)
What are shared objects?
How to delete the activity from the Organizer?
How to synchronize your Android calendar with Teamgate?
Why can’t I edit all events?
How to see list view in the calendar?
How to create custom activity types?
How to change calendar colors?
How to change date format in the Calendar?
Outlook and Thunderbird calendar synchronization using CalDAV protocol
How to synchronize Teamgate calendar with iPhone/iPad?
How to set up Teamgate CalDAV on iPhone/iPad
How do I sync Teamgate calendar with Mac calendar using CalDAV?
How to sync Outlook calendar using CalDAV protocol?
How to sync Teamgate calendar with Google calendar?
How to synchronize Office365 and Outlook.com Calendar with Teamgate?
Where can I see scheduled meetings, calls reminders?
To-do list
Agenda
Calendar overview
How to schedule the meeting in Teamgate?
How to create tasks and activities in Teamgate?

Insights

Sales Results: Commission Tracker Report
Sales results: Pofitability
Sales Results: Customer Loss Reasons report
Sales Results: Won/Lost (cont)
Sales Results: Won/Lost
Sales Results: TOP Customers
Sales Results: Sales Trajectory
Sales Results: Won Deals
Marketing: Deals by Country
Marketing: Deals by Industry
Marketing: Deals by Source
Marketing: Leads by Country (cont)
Marketing: Leads by Country
Marketing: Leads by Industry
Marketing: Leads by Source
Marketing
Sales Pipeline: Movement (cont)
Sales Pipeline: Movement
Sales Pipeline: Sales Cycle (cont)
Sales Pipeline: Sales Cycle
Sales Pipeline: Stage Changes
Sales Pipeline: Sales Funnel
Insights: Sales Forecast
Sales Pipeline: Pipeline history (cont)
Sales Pipeline: Pipeline history
Sales Pipeline: Pipeline today
Sales Pipeline: Pipeline today (cont)
Leads – Unqualified Reasons report
Leads: Leads Trajectory
Activity: Activity Ratios (cont)
Activity: Activity Ratios
Insights: Activity Goals
Activity: Activity Goals
How to set goals?

Settings

How Can I Use/Scan QR Codes?
Filter “Not contacted within”
Maps. How to see all my deals in the map?
Teamgate is disconnecting me. How to keep logged in for 30 days?
How to register an error?
How to create customer loss reasons?
How to use filter?
Trial account cancellation
Global search
What is locale and how to change it?
Change your system language
How to create my own filter combination?
How to create and edit custom fields?
How to use and manage tags?
How to create a tag?
Morning Muffin
Custom fields mapping. Transfer custom fields information from leads to companies, people and deals
Mandatory fields. How to make fields mandatory to fill when creating new contacts?

Billing

How do I cancel my subscription?
Where can I find an invoice?
How to change subscription plan?
How to subscribe to Teamgate?
Add or Update Your Payment Method
Plans and pricing
Add or Reduce Users
Payment Methods

Files

How do I search for files?
How the files filtering works?
Where can I find files, related to my clients?
How can I view and download files?
How to upload files to notes, tasks and appointments?
How to upload my files to Teamgate?
How to upload file to a deal?

Integrations

Where can I find my API authentication key (AUTH_TOKEN)?
Where can I find the list of possible integrations?
Mailchimp and Teamgate integration
How to sync files with Google Drive?
Zapier: Add new leads with Facebook Lead Ads
Nexmo. Send SMS to your customers and receive SMS reminders
How to use WordPress web form?
Twilio and Teamgate integration. How to set-up?
Track your contacts and deals geolocation in the map!
Google Calendar. Sync your meetings!
Freshdesk integration
Zapier: Teamgate-Slack integration
How to sync contacts between Google Contacts and Teamgate using Piesync?
Zapier. What It Is, And What Can You Do With It?
SurveyMonkey integration
How to create an invoice in Xero after winning the deal?
How to use Xero and Teamgate integration?
How to connect Xero to Teamgate?
How to use QuickBooks and Teamgate integration?
How to connect QuickBooks Online to Teamgate?
How to use Twilio integration?
How to use Intercom and Teamgate integration?
How to connect Intercom with Teamgate?
Hubspot integration
Zendesk and Teamgate integration
My profile: Integrations and Login settings

Email

What is an Additional email address?
How to create a password to connect email while using 2-step verification in Gmail?
How to create email templates in Teamgate?
How to attach an email copy to the Lead card?
How to automatically attach incoming email copies to Teamgate using Office 365?
Change the default logic of how email copies attach to Deals cards
Email Signature
How to use Sales Inbox in Teamgate?
How to enable Sales Inbox for lower than admin user role?
How to setup Email Sync for Gmail users?
How to setup Email Sync? (Not for Gmail users)
How to automatically attach incoming email copies to Teamgate using Outlook email program? Email forwarding
How to automatically attach outgoing email copies using Outlook email program? Automatic CC rule.
How to automatically attach emails to Teamgate using Gmail? (Smart Bcc/ forwarding)
How to automatically attach email copies to Teamgate?

Security

Teamgate | Terms of service
Teamgate | Privacy policy
How about security?

Mobile App

How to install Teamgate mobile app for Android?
How to install Teamgate mobile app for iPhone?

Release Notes

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Files

Learn how to attach and save all the necessary documents in Teamgate.

How do I search for files?
How the files filtering works?
Where can I find files, related to my clients?
How can I view and download files?
How to upload files to notes, tasks and appointments?
How to upload my files to Teamgate?
How to upload file to a deal?

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