Knowledge base | teamgram

Administrator's Guide

  1. Displaying Your Own Logo In TeamGram
  2. Setting The Default Time Zone
  3. Changing Your Company's Default Currency
  4. Changing The Default Language
  5. Changing Your Company Name And Address
  6. Understanding How Your Organization Chart Affects Access Rights
  7. Viewing And Editing Departments
  8. Creating A New Department
  9. Moving A User From One Department To Another
  10. Changing A User's Information
  11. Usando o recurso de Auto-Importação
  12. Using the Auto-Import feature
  13. Smart Email Outbound
  14. Connecting your FreshBooks account to TeamGram
  15. Connecting your QuickBooks account to TeamGram
  16. Connecting your RingCentral Account to TeamGram
  17. Lead settings
  18. Excel Template For Importing Leads
  19. Adding Language Packs for Printed Documents
  20. Embedding custom apps to your own website as web forms
  21. Connecting your Zendesk Chat (Zopim) account to TeamGram
  22. Connecting your MailChimp account to TeamGram
  23. Changing A User's Primary Email Address
  24. When A User Leaves Your Company...
  25. Making Some Sections Invisible To Some Departments
  26. Adding Custom Fields To Built-In Forms
  27. Setting Defaults For Access Rights
  28. Customizing Deal Stages
  29. Deciding Which Quotes Are Shared In The News Feed
  30. Adding Default Text and Images For Quotes
  31. Deciding Which Orders Are Shared In The News Feed
  32. Customizing Order Stages
  33. Defining The Basic Properties Of A Custom App
  34. Adding/Deleting Fields In A Custom App
  35. Lists In Custom Apps
  36. If You Make A Custom App Invisible To Yourself...
  37. How Do I Reactivate A Suspended Account?
  38. Exporting Data As An Administrator
  39. Authorizing Other Users To Export Data
  40. Excel Template For Importing Products
  41. Excel Template For Importing Contacts (People)
  42. Excel Template For Importing Companies
  43. Excel Template For Importing Deals
  44. Excel Template for Importing Custom Apps
  45. Excel Template for Importing Updated Product Prices and Inventory
  46. Importing Data From Other Apps
  47. Importing Your Gmail Contacts to TeamGram
  48. Instruções para importar produtos do Excel
  49. Instruções para importar contatos (pessoas) do Excel
  50. Instruções para importar empresas do Excel
  51. Instruções para atualizar preços de produtos e inventário do Excel
  52. Instruções para importar Leads do Excel
  53. Instruções para importar Oportunidades do Excel
  54. Email inteligente de envio