Advice and answers from the teamgate.com Team
GETTING STARTED
Everything you need to know about getting your Teamgate account up and running!
VIDEOS
Learn more with Teamgate's "How-To" video series. Be guided through our platform in an easy to digest, step by step format.
BILLING
Learn all you need to know about how to access invoices, update payment details and more.
PRODUCTS
Learn about Teamgate's products catalogue and how you can easily create and track your product sales throughout the entire sales cycle.
ANNOUNCEMENTS
Find out about the latest system updates and newest features!
DASHBOARD
Learn about Teamgate's Dashboard feature to benefit from easy-to-create and digest sales analytics.
LEADS
Learn about how to optimize your lead management practices from automating imports to in-depth lead scoring and ICP targeting.
SALES PIPELINE
Learn how to manage your sales pipeline, close deals faster and unlock your true sales potential.
ORGANIZER
Become a master of time efficiency with Teamgate's organizer. Plan your actions, activities, meetings and benefit from alerts and triggers.
USER MANAGEMENT
Learn to invite your teammates, manage users and set roles and permissions.
Learn about the benefits of integrating your email with Teamgate CRM. Benefit from two-way email syncronization, email templates and bulk actions.
FILES
Learn how to attach and save all the necessary documents in Teamgate.
INSIGHTS
Learn the power of sales analytics and insights and eliminate the guess-work from your sales processes.
SETTINGS
Customize and adjust Teamgate CRM according to your business needs!
IMPORT & EXPORT
Import your contacts from Excel, CSV, Wordpress and other programs such as Google Contacts, iCLoud account, LinkedIn and other applications.
INTEGRATIONS
Take the most out of Teamgate with integrations such as Zendesk, LinkedIn, Zapier and many more...
MOBILE APP
Learn about the Teamgate iOS and Android mobile app currently in development.
SECURITY
Learn about Teamgate Privacy Policy and Terms of Service.
COMPANIES & PEOPLE
Learn how to manage your Companies and People lists effectively.
WORKFLOW AUTOMATIONS
Learn how to create and optimize Workflow Automations for your Company.