The best way to give your team a head start in TeamGram is to import your data, so they can start working with actual customers and products from day one.
To help you prepare your data for import, we prepared some Excel templates. Please read the following Knowledge Base articles for detailed instructions and download the templates.
- Excel Template For Importing Products
- Excel Template For Importing Contacts (People)
- Excel Template For Importing Companies
- Excel Template For Importing Leads
- Excel Template For Importing Deals
- Excel Template For Importing Updated Product Prices and Inventory
After populating them with your data, upload to TeamGram as described in the articles. A data specialist will check them for consistency, and add them to your account.
Next Topic: Exporting Data