Essential Skills & Features

Get familiar with the language of sales. Here is a glossary of terms used throughout TeamGram.

TeamGram has a consistent user interface throughout the app. Here are the main parts: Logo Clicking on the TeamGram logo...

Your customer database is a valuable asset. A simple list of contacts is not enough to fully utilize this powerful...

You will use two different types of records to manage your sales: Leads and Deals. Leads Leads are people who...

In addition to the standard TeamGram features that help you manage your leads and deals, your system administrator may add...

TeamGram stores information in different types of structured forms called records. These include things like leads, deals, contacts, companies, quotes,...

In TeamGram, the things you sell are called products (even if they are actually services). TeamGram has a products section...

TeamGram doesn’t just capture and store vital information about your sales process and customers. It also helps you capture the...

Need a way to label similar items so that you can find them easily when you need them? Consider using...

Accessing Built-in Reports Most sections (including leads, deals, quotes, customer orders, contacts, activities, companies, and products come with built-in report...

To understand how things work, we will start with some basic concepts: Records TeamGram stores your data in blocks called...

The layout and functionality is similar across all platforms: TeamGram’s web app also works on mobile browsers, so if you...

If you have a compatible cloud PBX system, you may be able to initiate phone calls from TeamGram simply by...

TeamGram has a built-in search engine that instantly indexes everything you store in it. To find a record, simply type...

A supplier order (or a purchase order) is a document that lists the items you are buying from a vendor...