1. The Journey with Teamogy Begins. Having Accurate Contacts’ Database is the Key.
The first step to mastering Teamogy is getting the hundreds and thousands of contacts that every agency stores under control. Use the available 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 agency?
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 for the company
- 2. Adding a contact to the company
- 3. The company becomes a client of several brands
- 4. We create jobs for a new client
How to try everything directly in the system
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
If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.