TealCRM
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Knowledge base
Teal CRM Guide
Import Data
3
Importing Data with CSV Files
Sample CSV Template Upload Files
Importing Data Overview
CRM Settings
7
CRM Settings Information
User Management
Drop Down Editor
Integrations (MailChimp)
Proposal Templates
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User Settings
3
Configuring Your User Account
Changing Your Password
Connect Email
Accounts
3
Accounts Information
Adding a New Account
Accounts Overview
Contacts
3
Contacts Information
Adding a New Contact
Contacts Overview
Deals
3
Deals Information
Adding a New Deal
Deals Overview
Proposals
3
Proposals Information
Adding a New Proposal
Proposals Overview
Tasks
3
Tasks Information
Adding a New Task
Tasks Overview
Meetings
3
Meetings Information
Adding a New Meeting
Meetings Overview
Dashboard
1
Dashboard Overview
Activity Feeds
1
Activity Feed Overview
Notes & Attachments
3
Notes & Attachments Information
Adding a New Note
Notes & Attachments Overview
General
1
Exporting Data
Help Desk Software
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