CRM Settings
The CRM Settings screen inside of Teal CRM is where you can configure your CRM to your organization.
The first CRM Settings tab allows you to upda...
Sat, 14 Mar, 2015 at 3:04 PM
User Management allows you to configure additional users in your Teal CRM instance. You are allowed to add as many users as you want up to your subscriptio...
Sat, 14 Mar, 2015 at 3:04 PM
Teal CRM has a drop down editor system that allows you to configure all of the drop down options throughout Teal CRM to meet your specific business needs. ...
Sat, 14 Mar, 2015 at 3:05 PM
TealCRM offers email marketing integration with MailChimp. Please follow the steps below to setup MailChimp for your TealCRM:
1. Create a MailChimp...
Mon, 6 Apr, 2015 at 9:25 AM
Proposal Templates allow you to create pre-structured messages that you can send out to your customers regarding a proposal.
Creating a Proposal...
Sat, 14 Mar, 2015 at 3:06 PM
The Products List display all of the existing products you have added inside of Teal.
To access the Products List, you must be logged in as an Administr...
Sat, 14 Mar, 2015 at 3:07 PM
TealCRM has the ability to create two types of custom fields: Textbox and Dropdown. You are able to create these custom fields on any of the Companies, Peo...
Mon, 6 Apr, 2015 at 8:52 AM