Customize TeamGram

You can brand your TeamGram space with your company logo. Just follow these steps: Prepare your logo file. Your file...

Administrators can change the stages quotes and orders go through. Read how deal stages and order stages are used before...

You don’t have to use everything in TeamGram. Some businesses do not send quotes. Others may want to use an...

You can completely remove a section from the navigation bar of some users while allowing others to access it. To...

You can extend the functionality of TeamGram by adding new record types. Just like built-in records (contacts, companies, products, leads,...

A canned email is an email with content copied from a template. All your users need to do to send...

[ht_message mstyle=”alert” title=”Are you sure?” show_icon=”” id=”” class=”” style=”” ]Renaming sections is not recommended, as doing so may confuse your...

You may not want your prices to be visible to everyone in your company. To restrict access to prices, follow...

TeamGram lets you save and use your order and quote templates in different languages. However, if you want the name...

Depending on the nature of your business, you may want to require a new deal to be created during lead...

You can customize the layout of your quotes and orders. You can also create multiple layouts for different types of...

Many quotes and orders reuse similar text. Instead of writing them from scratch, you can save text blocks and insert...

Leads can come from different sources like your website form, email inquiries, trade shows, purchased industry lists and more. In...

[ht_message mstyle=”info” title=”” show_icon=”” id=”” class=”” style=”” ]This feature requires a Plus subscription plan or higher.[/ht_message] Web forms are a...

[ht_message mstyle=”info” title=”” show_icon=”” id=”” class=”” style=”” ]This feature requires a Plus subscription plan or higher.[/ht_message] If you have some...

Normally users are not required to estimate the deal size while creating a deal. In the early stages of a...

TeamGram can calculate the profit of each quote and order for you. To enable profit calculations, go to Control panel...

TeamGram can publish a note or send out notifications when a large order is entered by one of your users....

[ht_message mstyle=”info” title=”” show_icon=”” id=”” class=”” style=”” ]This feature requires a Pro subscription plan or higher.[/ht_message] You can publish web forms...

You can add new fields to hold new types of information in TeamGram. Custom fields can be added to both...

[ht_message mstyle=”info” title=”” show_icon=”” id=”” class=”” style=”” ] This feature is available for all plans. However, if your plan is...

Now, you can easily define “Unit price” or “Amount” calculation formulas in TeamGram “Quotes” and “Customer/Supplier orders” sections with new...

TeamGram gives you easy access to many details about your company’s sales management. You can customize the standard graphics and...

The use of “Special Keywords” in TeamGram CRM allows you to enter data seamlessly and quickly in multiple fields. This...

You can define more than one price for your products with the “Price Categories” feature of TeamGram CRM. For example;...

[ht_message mstyle=”info” title=”” show_icon=”” id=”” class=”” style=”” ] Important: This feature is only available on CRM Premium plan and can...