Getting Started

• Activities
• Leads
• Opportunities
• People
• Pipelines
• Products
• Reports
• Syncing Users from Teamwork.com
• Using the Product Switcher
• Using the Quick Add Menu

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Using Teamwork CRM

• Activities
• Adding a Company
• Adding a Contact
• Adding a Lead
• Adding a Product
• Adding Activity to a Lead or Opportunity
• Adding an Opportunity
• Default Sorting for Pipelines
• Duplicating a Lead or Opportunity
• Filters Overview

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Reports

• Reports
• Using Company Reports
• Using Forecast Reports

Mail

• Authorizing Teamwork CRM in Google Workspace
• Composing New Emails
• Connecting Your Email Account to Teamwork CRM
• Interacting with Emails
• Using Email Reports
• Working with the Mail Area

Teamwork CRM Settings

• Create a Pipeline
• Creating Custom Fields for Companies
• Creating Custom Fields for Contacts
• Creating Custom Fields for Leads and Opportunities
• Importing Deals via CSV
• Updating Your Site Settings
• Using Custom Fields
• Viewing Your Import History

Import

• App to App Import via Import2
• Connecting to Import2
• CSV Import via Import2
• Exporting to CSV via Import2
• Importing Companies and Contacts from Teamwork.com
• Importing Deals via CSV
• Viewing Your Import History

Integrations

• Creating a Project from a Lead or Opportunity
• Enabling the Easy Insight Integration
• Enabling Two Way Sync with Easy Insight
• Integration Partner System Requirements
• Managing Your Deals from Easy Insight
• Starting a Conversation with a User
• Using Embedded Chat
• Working with Teamwork Desk

CRM Tips

• Adding a File
• Adding a Note
• Managing Column Options in List View

Pricing & Billing

• Adding or Removing Users from Your Subscription
• Deleting Your Teamwork CRM Account
• Teamwork CRM Feature Comparison
• Updating Your Payment Details
• Viewing Your Invoice History