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.

 It’s important to correctly complete the form with the company name, address, and other details.

This data is then subsequently used in the creation of documents, jobs, or invoices.

 

Add contacts to the company that you will be communicating with.

You can add as many contact details to every contact as you like – mobile number, Skype account, email account, etc.

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. 

We recommend creating brands including their logo, it freshens the feel of the system.

 

Congratulations, you can now create the first job for the client and its brands.

How to try everything directly in the system

Create a company, including all the details (address, registration data). Identify the company as a client and add 2 brands including logos. Also, 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

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.