Use Your Company Logo in TeamGram
You can brand your TeamGram space with your company logo. Just follow these steps: Prepare your logo file. Your file...
Customize TeamGram
Cool tricks for admins. Change how TeamGram looks and works. Customize menus, emails, quotes, orders.
-
-
Create Templates for Canned Emails
A canned email is an email with content copied from a template. All your users need to do to send... -
Define Your Lead Sources
Leads can come from different sources like your website form, email inquiries, trade shows, purchased industry lists and more. In... -
Publish a Lead Form in Your Website
Web forms are a good and efficient source of new leads. When a potential customer visits your website, they may... -
Automatically Generate Leads from Incoming Emails
If you have some role-based email accounts (eg, [email protected]) where you are getting new email inquiries, you may want to... -
Enforce Deal Creation During Lead Conversion
Depending on the nature of your business, you may want to require a new deal to be created during lead... -
Force Users to Estimate Deal Sizes
Normally users are not required to estimate the deal size while creating a deal. In the early stages of a... -
Customize Deal and Order Stages
Administrators can change the stages quotes and orders go through. Read how deal stages and order stages are used before... -
Customize Quote and Order Layouts
You can customize the layout of your quotes and orders. You can also create multiple layouts for different types of... -
Let TeamGram Calculate the Profits in Your Quotes and Orders
TeamGram can calculate the profit of each quote and order for you. To enable profit calculations, go to Control panel... -
Define Reusable Text Blocks for Quotes and Orders
Many quotes and orders reuse similar text. Instead of writing them from scratch, you can save text blocks and insert... -
Get Notified When Someone Enters a Large Order
TeamGram can publish a note or send out notifications when a large order is entered by one of your users.... -
Restrict Access to Prices
You may not want your prices to be visible to everyone in your company. To restrict access to prices, follow... -
Publish Web Forms
You can publish web forms that transfer data directly into your TeamGram custom apps. To publish a web form based... -
Remove Unused Features from TeamGram
You don’t have to use everything in TeamGram. Some businesses do not send quotes. Others may want to use an... -
Remove Features Only for Some Departments
You can completely remove a section from the navigation bar of some users while allowing others to access it. To... -
Add New Features with Custom Forms
You can extend the functionality of TeamGram by adding new record types. Just like built-in records (contacts, companies, products, leads,... -
Adding Custom Fields
You can add new fields to hold new types of information in TeamGram. Custom fields can be added to both... -
Rename TeamGram Sections in the Left Navigation Bar
In some rare cases, you may want to use different words to describe the sections in TeamGram’s left navigation bar.... -
Translate Product Details and Custom Fields to Other Languages
TeamGram lets you save and use your order and quote templates in different languages. However, if you want the name...