Within Teamwork CRM, you can use the navigation bar at the top left of your site to move between the various areas of your site.

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Leads

In the Leads area, you can manage all the leads for your team across all of your lead pipelines.

When viewing a pipeline, you will see the columns representing each stage. Any leads created in that pipeline will be displayed as cards in their associated column.

You have the option to switch between list view and board view, as well as filter the content you want to display.

You can add a new lead at any time using the quick add dropdown in the top right of the navigation bar.

Each lead is represented by a card that shows the owner's avatar, lead title, lead value, company name, and contact icon. The contact icon is expandable to show the name, email and phone number of the main contact of the lead.

A status icon will be show on the right of the card. Clicking on this will show the lead's incomplete activities.


Opportunities

In the Opportunities area, you can manage all the opportunities for your team across all of your opportunity pipelines, similarly to the Leads area.

When viewing a pipeline, you will see the columns representing each stage. Any opportunities created in that pipeline will be displayed as cards in their associated column.

You have the option to switch between list view and board view, as well as filter the content you want to display.

You can add a new opportunity at any time using the quick add dropdown in the top right of the navigation bar.


Activities

The activities area shows a list of all the activities across all of your deals (leads and opportunities) that need to be completed.

These can include calling/emailing the contact or setting up a demo.


People

The People section is separated into three categories:

  • Contacts
    • The main points of contact you will be corresponding with, in a company you are trying to sell to.
    • You can add the contact's name, title, company, email, phone, etc. as well as creating your own custom fields.
  • Companies
    • Here, you will see a list of the existing companies your team has been dealing with, and can create new ones.
    • Companies are added based off the leads that have come in via your contact sources such as email or phone.
    • Company name, address, country and industry can be added, as well as your own custom fields.
  • Users
    • In the Users section of the people area, you can see a list of all the users and administrators on your site.
    • Users are considered to be the people using your site to manage your sales activity, i.e. your sales representatives.

Products

The products area contains a list of the products your company is selling.

You can create products to represent whichever products or services your company provides. 

Prices can be added to each products, which helps determine the total value of the leads/opportunities, based on what the contact is looking for.

  • For example, a contact may enquire about purchasing three different products together.

Reports

  • Company
    • Company reports give you a wider view of how your team is performing.
    • You can break down your view by deals and activities over selected periods of time along with other options.
  • Forecast
    • Forecast reports allow you to accurately predict future sales to help guide activities for your sales team.
    • You are able to customize your report by pipeline, date range, and custom filters along with other options.

Search

To the right of the navigation bar, you can use the search box to search across your site. It will return results across all areas that match the search term.


The results will automatically update as you type in the search box.

Press Enter to view all results matching the search term.


Quick add menu

Beside the search box, you will see a quick add menu to create new items.



The items that you can add via the quick add menu will update according to the section of your site you are currently viewing.


Product switcher

You can use the product switcher to the left of your profile icon to access and manage other Teamwork products.

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Profile menu

In the profile dropdown, you can access the settings for both the site and your personal account.

You can also access the feedback form, what's new in the app, help, and log out.

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For more information, see: Updating Your Site Settings