You can help us protect your valuable data by making sure that each of your users has their own account. Advanced session control To help you prevent password sharing between your users, TeamGram applies one (1) active session policy per user. This means that the same user account cannot be…

If you are using GSuite; you can transfer the emails you receive from your contacts saved in TeamGram. These emails will be automatically connected to your customer and saved as new TeamGram notes.   When Gmail integration is activated, the Gmail tab will appear on the contact and company pages…

TeamGram’s “Customer Orders/Supplier Orders” section lets you create customer orders that consists of several different product items and follow-up on them from a single screen. In some cases, there may be differences in supply and delivery dates for each product. In such a case, you can split the products in…

A supplier order (or a purchase order) is a document that lists the items you are buying from a vendor and the terms and conditions of the purchase. Processing an order can take time. You may need to plan production, installation and delivery. Mishaps in fulfilling a supplier order can…

If you have a Xero account, you may integrate it with TeamGram and save your TeamGram orders as invoices on Xero. Enabling Xero integration Navigate to Control Panel > Integrations > Xero . Click on the “Connect to Xero” button and sign in to Xero from the popup window. Allow access. The…

TeamGram has a built-in search engine that instantly indexes everything you store in it. To find a record, simply type the words you are looking for in the search box at the top. TeamGram uses the wildly-used elasticsearch engine. Therefore you can use the search methodologies you use in all…

Zapier is an online tool that allows you to link different apps together to transfer data between them and automate workflows, using recipes called zaps. When creating a zap, you will be asked to define a trigger in the originating app, and a series of actions to follow that trigger…

Web forms are good and efficient tools for finding new leads. A lead may request more information about your services, or request a price quote. Using web forms, you can automatically collect and consolidate leads, service requests, and more. Depending on the needs of your business, you may either publish…

What is TeamGram Gamification? We want our users to have more fun dealing with their everyday sales activities. That’s why we integrated game mechanics into TeamGram, to motivate the sales teams to participate and engage more. TeamGram Gamification offers individual challenges (badges) to encourage better performance and competitive challenges (games)…

You’ll first need to create rules before you can start a new game. You may also use TeamGram’s default rules to set up your first game. What are rules? A rule is a set of conditions that must be fulfilled to earn points in a game. Rules are used when…