Go to the gamification page by clicking the trophy icon on the header to set up a new game or to view details about ongoing, upcoming and completed games. How to create a new game? Please note that you must first create at least one rule to set up a…

Badges are rewards presented to an individual TeamGram user when certain goals are accomplished in a given time frame. A badge is a permanent reward, it can not be taken back nor deleted once it’s earned. Default Badges TeamGram Gamification starts with 4 default badges. These 4 badges immediately becomes…

Here is a quick primer on using TeamGram to manage your sales pipeline: TeamGram has an interactive sales pipeline that shows your sales opportunities. This first video shows you how the pipeline works. It also explains the different ways to visualize data and generate custom reports. This next video explains…

If you have an Aircall account, you may initiate outgoing calls from TeamGram and/or receive notifications for the incoming calls and instantly search the caller in TeamGram. Follow the steps below to enable Aircall integration in TeamGram for incoming and outgoing calls. Navigate to Control Panel > Integrations > Company…

You can add new fields to hold new types of information in TeamGram. Custom fields can be added to both built-in forms (contacts, companies, deals, etc.), and custom apps. If you are publishing web forms (lead forms or custom apps), you can also decide whether you want your custom fields…

You can publish web forms that transfer data directly into your TeamGram custom apps. To publish a web form based on a custom app, you will generate some HTML code and paste that into the web page where you want to publish it. If you don’t know how to edit…

If you have a compatible cloud PBX system, you may be able to initiate phone calls from TeamGram simply by clicking on the phone numbers of leads, contacts, and companies. Some cloud PBX systems will also pop-up the relevant TeamGram lead or contact page on your screen when they call…

Enabling Outbound Emails From Your Company Email Addresses Unless you authorize TeamGram to send email from your email domain, when TeamGram sends email to your leads, it does so from the no-reply@teamgram.com mail address, but sets the reply-to address as the verified primary email address of the TeamGram user who…

There are two ways to export your data to Microsoft Excel. Excel Data Exports by Users Authorized users can download reports into Excel. To authorize a user to download data in Excel files: Go to Control Panel > Users. Click on the name of the user to be authorized. Click…

You can import data from other applications by first saving them in Microsoft Excel files. The following types of data can be imported: Leads Contacts Companies Deals Products Preparing The Import Files In the first line of each column, write the column name. During import, you can map each column…