Mobile app

Dashboard

Emails

• New functionality allows sending email templates straight from Teamgate account! For more information please visit: How to use and send email templates in Teamgate? ; How to create email templates in Teamgate?

Insights

• In the charts “Customer Loss Reasons report” and “Leads – Unqualified Reasons report” started to show the comments.

Files

• New functionality allows uploading files to notes, tasks and appointments within the contact’s card. For more information please see: “How to upload files to notes, tasks and appointments?“

Other small fixes and improvements in the Calendar, People module, Deals module, Dashboard and contact cards.