Web forms are a good and efficient source of new leads. When a potential customer visits your website, they may show an interest in getting more information about your offerings, or request a quote. You can publish custom lead forms in your website and transfer lead data directly into TeamGram….
Leads can come from different sources like your website form, email inquiries, trade shows, purchased industry lists and more. In order to make better marketing decisions, you will want to know how many qualified leads come from each source. TeamGram can track the source of each lead, so you know…
Many quotes and orders reuse similar text. Instead of writing them from scratch, you can save text blocks and insert them into opening or closing text areas as needed. To create a text block, go to the control panel and select quote settings or order settings, depending on where the…
You can customize the layout of your quotes and orders. You can also create multiple layouts for different types of quotes and orders. Your customization settings are saved as templates and may be used by other users in your company. These templates are used for generating PDF files which can…
Depending on the nature of your business, you may want to require a new deal to be created during lead conversion. To do this, go to Control panel > Lead Settings and click on the settings tab. The default setting is off, because in some cases, you may decide that…
TeamGram lets you save and use your order and quote templates in different languages. However, if you want the name of your products and custom fields to be automatically displayed in the language specified on the print template, you must upload their translations to TeamGram in a language pack. Let’s…
As a system administrator, you can determine what kinds of information can be shared by each department and who may access it. Unless you specifically restrict, your users can set who may read and who may edit the records they create. You can enter default access rights for each type…
You may not want your prices to be visible to everyone in your company. To restrict access to prices, follow these steps. Go to Control panel > Department Access Controls. Select the department you want to restrict. Select the section where prices will not be visible to members of that department….
In some rare cases, you may want to use different words to describe the sections in TeamGram’s left navigation bar. You can do that by going to Control panel > Section customization and entering alternative names in the boxes next to each section you want to rename.
Need a way to label similar items so that you can find them easily when you need them? Consider using tags and hashtags. Tags Use tags to quickly label records. To reduce typing errors, TeamGram automatically learns the tags used in your company and lets you select from a list…