Knowledge Base

A well-structured sales process is essential for converting leads into customers efficiently. This article breaks down the key stages of the sales cycle, from lead qualification to closing deals, and explains how TeamGram CRM helps streamline each step.

Leads are potential customers. But not all leads are equal—some are more likely to buy than others. This article explains how to assess lead potential and how TeamGram CRM streamlines the qualification process.

Accurately capturing lead data in TeamGram CRM ensures every lead is properly evaluated and qualified. This article covers the different ways to enter new leads—manually, through Excel imports, via website forms, or automatically from emails.

This article guides you through the process of reviewing, contacting, and updating lead statuses in TeamGram CRM, helping you seamlessly convert qualified leads into contacts, companies, or opportunities.

This article covers how to create activities and reminders to ensure important tasks are completed on time.

The TeamGram API enables developers to integrate and automate workflows by connecting external systems with key CRM elements like leads, contacts, and opportunities.

Learn what a sales pipeline is, why you need one and how to setup one in TeamGram CRM.

This document explains what an opportunity is in TeamGram CRM, how it differs from leads, when to create one, and how to track its progress through the sales pipeline.

Closing an opportunity is a critical step in maintaining an organized and efficient sales pipeline. This article describes when and how to do it.

Keeping your open opportunities up to date is essential for accurate sales tracking and better decision-making. Here is how to do that.

Learn how to create activities that are repeated periodically, like yearly contract renewals or monthly follow-up calls.