CRM

Managing Sales Through an Interactive Pipeline
TeamWave CRM helps you manage your sales process through an interactive sales pipeline. Here are some ways in which you can use the sales p...
Mon, 20 Jun, 2016 at 5:14 AM
Managing Deals
Click here to learn about adding a new deal. How to view/update a deal? From the pipeline view, select a deal that you wis...
Mon, 20 Jun, 2016 at 5:19 AM
Managing Sales Activities
A sales reps life revolves around emails, calls, meetings and lunch appointments. TeamWave CRM makes it easier for you and your team to ...
Mon, 20 Jun, 2016 at 5:22 AM
Storing Emails in CRM via Smart Email Address
TeamWave CRM provides every user with a private mailbox where they can store emails messages exchanged with contacts for easy reference at any time. S...
Sun, 18 Jun, 2017 at 1:13 AM
Bulk Import Contacts via CSV/XLS/XLSX file
This feature becomes extremely useful when you have been using a third party contact management, and need to import the entire list...
Thu, 18 Aug, 2016 at 1:54 AM
Customizing CRM
TeamWave CRM can be customized to suit the needs of your business. You can create new pipelines, add stages to a pipeline, remov...
Mon, 20 Jun, 2016 at 5:34 AM
Adding a Deal
  1. Once you are in the CRM module, click on the Add Deal button. 2. Fill the deal value, currency, which stage of...
Mon, 20 Jun, 2016 at 5:37 AM
How to Import Deals in Bulk
1. Make sure your spreadsheet has the following fields: Title, Deal value, Expected close date, Pipeline name, Contact email, Company and Currency....
Wed, 8 Feb, 2017 at 11:21 AM
Adding contacts to CRM
Adding a Single Contact Importing Contacts in Bulk There are 4 ways to add contacts into TeamWave; ma...
Thu, 18 Aug, 2016 at 2:01 AM
Add an organization to CRM
  1. Click on CRM module. 2. Click on Contacts link at the top. 3. Click on Organization option. 4. Click on ...
Thu, 18 Aug, 2016 at 2:17 AM