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?
