1. Accurate contacts database
The journey with Teamogy begins. The first step to mastering Teamogy is getting the hundreds and thousands of contacts that every company stores under control. Use the Teamogy features to your best advantage, so they bring order to your clients and brands, differentiate suppliers by the type of services, and sort out huge amounts of various contacts.
What can Teamogy help to sort out in your company?
- Shared contacts are available anytime and anywhere.
- Cooperate mainly with approved and verified suppliers.
- Create jobs for appropriate clients and brands.
- Issue client invoices with correct billing addresses and due dates.
A specific example:
We acquired a new client. Let’s enter it into the system correctly.
- 1. Completing the basic information of the company
- 2. Adding a contact to the company
- 3. The company becomes a client of several brands
- 4. We create job for a new client
It is important to correctly complete the form with the company name, address, and other details.
In some countries the system will offer you the details about your client from a business register.
This data is then subsequently used in the creation of documents, jobs, or invoices.
Add person to the company that you will be communicating with.
You can add as many contact as you would like to. Add details like – mobile number, Skype account, email account, etc. to each contact.
Identify the company as a client on the details tab.
The change of company status to the client allows adding multiple brands that you can use for creating jobs.
Brands in Teamogy allow you to filter the profitability of each brand in the financial reports.
Congratulations, you can now create the first job for the client and its brand.
How to try everything directly in the system:
- Create a company, including all the details (address, registration data). Then identify the company as a client and add 2 brands including logos. Don’t forget to add some tags to the company.
- Try to look up the client in contacts. You can also create a new job for this client and brand.
- A detailed manual can be found here:
How to work with Contacts in Teamogy.
Get in Touch
Do not hesitate to contact Teamogy Support anytime. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will receive a prompt reply.