TealCRM

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

View all 7

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