Getting Started
Everything you need to know about getting your Teamgate account up and running!
- 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?
