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. Connecting your FreshBooks account to TeamGram
  12. Connecting your QuickBooks account to TeamGram
  13. Connecting your RingCentral Account to TeamGram
  14. Lead settings
  15. Excel Template For Importing Leads
  16. Adding Language Packs for Printed Documents
  17. Embedding custom apps to your own website as web forms
  18. Excel Template for Importing Updated Product Prices and Inventory
  19. Excel Template for Importing Custom Apps
  20. Excel Template For Importing Deals
  21. Connecting your Zendesk Chat (Zopim) account to TeamGram
  22. Connecting your MailChimp account to TeamGram
  23. Importing Your Gmail Contacts to TeamGram
  24. Importing Your Outlook Contacts to TeamGram
  25. Changing A User's Primary Email Address
  26. When A User Leaves Your Company...
  27. Making Some Sections Invisible To Some Departments
  28. Adding Custom Fields To Built-In Forms
  29. Setting Defaults For Access Rights
  30. Customizing Deal Stages
  31. Deciding Which Quotes Are Shared In The News Feed
  32. Adding Default Text and Images For Quotes
  33. Deciding Which Orders Are Shared In The News Feed
  34. Customizing Order Stages
  35. Defining The Basic Properties Of A Custom App
  36. Adding/Deleting Fields In A Custom App
  37. Lists In Custom Apps
  38. If You Make A Custom App Invisible To Yourself...
  39. Excel Template For Importing Products
  40. Excel Template For Importing Contacts (People)
  41. Excel Template For Importing Companies
  42. Importing Data From Other Apps
  43. Exporting Data As An Administrator
  44. Authorizing Other Users To Export Data
  45. How Do I Reactivate A Suspended Account?