Getting Started as an Administrator in Teamwork CRM

You have just created your Teamwork CRM site, so now it's time to get set up and start working!

Teamwork CRM gives you full visibility over your sales process, providing more insights on where to focus your efforts and accelerate your deal conversions. We’re here to help you create and track your leads and opportunities through the sales process.	Curriculum
	◑ Exploring your site
	◑ Navigating your profile menu
	◑ Uploading a profile photo
	◑ Inviting your team to your site
	◑ Creating your first pipeline
	◑ Adding some leads

Exploring your site

When you first sign up to Teamwork CRM and log in to your site, you will see a welcome tour modal which you can click through to learn about the product's core features.

After you complete the tour, you can explore the Leads area which is the default landing page, along with the other sections of your site.

Navigating your profile menu

Your profile avatar is located at the far right of the navigation bar at the top of your site. Clicking it will open a dropdown menu with quick links to various areas.

Menu options include:

Settings - access a variety of personal and site-level settings:

Personal - update your profile picture, name, title, email, password, and API keys.
Site - set your localization preference for currency.
Pipelines - create and manage your lead and opportunity pipelines.
Customize forms - add and manage custom fields for your deals, contacts, and companies.
Integrations - access your Teamwork CRM integrations.
Users - manage your existing users, add new users, or sync users over from Teamwork.
Import - import your data via a CSV file and view your import history.
Export - export your data from Teamwork CRM to a CSV file and view your export history.
Subscription - manage your subscription to Teamwork CRM.
Webhooks - create and use webooks with your Teamwork CRM data.

What's New - Teamwork adds announcements and tips about features here. Whenever you have unread items, you will see a red count to the right.
Help and feedback - access Teamwork CRM help docs.
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Uploading a profile photo

You can personalize your profile by adding a custom image instead of the default image that is applied. You may want to add a picture of yourself to make your profile easily recognizable to your team, or you might prefer to use a custom image such as your company logo. Click your avatar and select Settings from the dropdown menu.

In the Personal tab of your settings, click Add Image to choose a custom image from your computer. As soon as you open the selected image, it will be applied to your profile automatically!

Inviting your team

Now that your profile is set up and you have explored your site, it's time to start adding your team so you can start collaborating!

Adding new users to your site couldn't be easier, and you can achieve it in a couple of ways. First up is the main People area of your site - just click the Users subsection to get started.

Simply click the green Add user button at the top of the Users list and populate the person's name and email, with the optional extra of including their job title.

Click Save to create the user on your site and send them an email invitation!

To give you a bit more flexibility in how you manage your users, head back to your site settings we explored earlier, this time selecting the Users subsection.

By default, you will see a tab for Teamwork CRM users which will list any current members of your site.

An added benefit comes with the ability to sync with existing users from your associated Teamwork account! If you have any users on your Teamwork site who are yet to be added to your CRM, you will find see an additional tab for Other Teamwork users.

In addition to the standard single user creation option, this user management view offers some further time-saving functionality with the ability to add multiple users at once!

Creating your first pipeline

Now things really start to get interesting! Let's take a look at creating your first pipeline so that you can get to work tracking your deals!

One of the most powerful benefits of Teamwork CRM is in how deals are handled. Deals are separated out into leads and opportunities, giving you increased control and allowing you to manage them independently.

To create your first pipeline, head back to your site settings via your profile menu and select Pipelines from the left. You will see that the pipelines area has separate sections for leads and opportunities, meaning you can customize multiple pipelines for leads while having an entirely different pipeline structure for your deals if you wish! You also have one pipeline set up by default in each section to get you started.

To get started creating a pipeline, just click the add button in the relevant section. You can then give your pipeline a name and add any relevant stages to the pipeline based on your sales process. For each stage, you can customize the expected probability of qualification.

You can also use the move icon to the left of each stage to reorder the stages, and click the x on the right to delete a stage.

A quick note here is that deleting a pipeline or one of its stages will delete any associated deals.

Adding some leads

Now that you have a pipeline or two set up, let's jump into the Leads area of your site. You will see a dropdown in the top left which will be populated with any existing lead pipelines on your site. The same applies to the Opportunities area!

Click the green Add lead button in the top right of the Leads area.

In the Add a Lead modal, you will see a few required fields such as title, pipeline, and stage. You can choose to select a company and contact for the lead.

Having explored creating pipelines and deals, why not head to our help docs to learn more about adding activity and other items to your site?