TeamGram Shows your profile picture next to items you create. By default, your profile picture consists of the first letter of your email address, and a randomly assigned background color, but you can change it to anything you want. To change your profile picture: Click on your username at the…

These settings determine TeamGram’s behavior for all users of your company throughout the app. To view your current settings go to Control Panel > My Company. To make changes, click  Edit. You can make changes to all settings except for the company short name. Here is a brief description of…

As a system administrator, you can decide who will access your company data in TeamGram. The people you authorize to access your TeamGram domain are called users. Typically, these will be employees of your company, but in some rare cases, you may also want to add consultants or other third parties…

For a general discussion on managing access rights and your organization chart, read the Understanding Access Permissions article in the Getting Started section. TeamGram’s organization chart allows the implementation of a departmental hierarchical structure. The hierarchy is easily created using a visual editor, showing to whom each department reports. The…

Creating a company’s TeamGram space (domain) is a simple process, but it must be done by an authorized person within that company. When you create your company’s space, you automatically become the system administrator for that company, which means you can invite other coworkers, and make changes to the way…

Is TeamGram for you? TeamGram is the ideal sales and customer relationship management tool for you if at least one of the following describes your business: Your sales process requires multiple interactions with the same customer. Almost all business-to-business sales, and most non-retail business-to-consumer sales are in this category. You…

To understand how things work, we will start with some basic concepts: Records TeamGram stores your data in blocks called records. Examples of record types are contacts, companies, deals, leads, orders, and more. A record typically has multiple data fields that are shown together on the same page. You can…

TeamGram stores information in different types of structured forms called records. These include things like leads, deals, contacts, companies, quotes, customer orders, products and more. You can even create completely new record types using TeamGram’s custom apps feature. Each of these record types is explained in greater detail in other…

The layout and functionality is similar across all platforms: TeamGram’s web app also works on mobile browsers, so if you find a feature you need is not supported in the mobile app, you can simply use your mobile browser to go to https://www.teamgram.com and login. In most cases, using the…

TeamGram has a consistent user interface throughout the app. Here are the main parts: Logo Clicking on the TeamGram logo will always take you to the news feed page. Your system administrator can replace this logo with your company logo. Left Sidebar (Navigation bar) The left sidebar lists quick links…