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…

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

QuickBooks is a small business accounting and invoicing system. You can automatically save QuickBooks invoices for fulfilled TeamGram orders. Authorizing Departments to Create InvoicesOnly authorized users can send invoice information to accounting software. To authorize users in a department: Go to Control Panel > Department access controls. Select the department…

RingCentral is a cloud-based virtual PBX system. You can integrate your RingCentral account to initiate calls from TeamGram and get screen popups for incoming calls. To integrate RingCentral with TeamGram: Navigate to Control Panel > Integrations > RingCentral Login to your RingCentral account using the link. Authorize TeamGram. The integration…

MailChimp is an email marketing service. You can export your contacts from TeamGram to MailChimp. You can then send newsletters and other email campaigns to them. Get Your MailChimp API Key Login to your mailchimp account and go to the API Keys page (Account > Extras > API Keys). Click…

Zendesk Chat (formerly Zopim) is a web chat service to communicate with your website visitors. You can create TeamGram leads from your chat sessions and save the full text of those sessions as notes. Connecting Your Zendesk Chat Account Go to Control Panel > Integrations> Zendesk Chat. Enter your Zendesk…

In addition to the standard TeamGram features that help you manage your leads and deals, your system administrator may add custom features into TeamGram. These are called custom apps and are listed in the left navigation bar, right after the standard section tabs. The fields in a custom app will…

TeamGram can publish a note or send out notifications when a large order is entered by one of your users. The access settings on the order determine who gets notified or sees the note. To enable large order notifications, go to Control Panel > Customer order settings > Settings. Under…

TeamGram can calculate the profit of each quote and order for you. To enable profit calculations, go to Control panel > Quote settings  > Settings for quote profits, or Control panel > Order settings  > Settings for order profits. Turn on the switch for profit calculation. Save. When this switch…

Normally users are not required to estimate the deal size while creating a deal. In the early stages of a deal, there may not be enough information to make an accurate estimate, and forcing users to make an estimate can pollute your data. However, in some businesses, it can be…