[\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font=”|300|||||||” header_5_line_height=”1.4em” background_color=”#ffffff” custom_margin=”||80px||false|false” custom_padding=”20px|40px||40px|false|false” border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ box_shadow_style=”preset1″ box_shadow_blur=”68px” box_shadow_spread=”-29px” locked=”off”]<\/p>\n
What can Teamogy help to sort out in your company?<\/h5>\n\n- Shared contacts are available anytime and anywhere.<\/li>\n
- Cooperate mainly with approved and verified suppliers.<\/li>\n
- Create jobs for appropriate clients and brands.<\/li>\n
- Issue client invoices with correct billing addresses and due dates.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_text _builder_version=”4.7.7″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” header_6_line_height=”1.3em” custom_margin=”||40px||false|false” locked=”off”]<\/p>\n
A specific example:<\/h6>\nWe acquired a new client. Let\u2019s enter it into the system correctly.<\/strong><\/span><\/h6>\n[\/et_pb_text][et_pb_tabs _builder_version=”4.7.7″ body_font=”||||||||” tab_font=”||||||||” border_width_all=”0px”][et_pb_tab title=”1. Completing the basic information of the company” _builder_version=”4.7.7″ body_font=”|300|||||||” tab_font=”||||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.18.37-1.png\")
<\/span><\/a><\/div>\n\n\u00a0It is important to correctly complete the form with the company name, address, and other details.<\/span><\/p>\nIn some countries the system will offer you the details about your client from a business register.<\/span><\/p>\nThis data is then subsequently used in the creation of documents, jobs, or invoices.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][et_pb_tab title=”2. Adding a contact to the company” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.13.52.png\")
<\/a><\/span><\/span><\/div>\n\nAdd person to the company that you will be communicating with.<\/span><\/span><\/p>\nYou can add as many contact as you would like to. Add details like \u2013 mobile number, Skype account, email account, etc. to each contact.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][et_pb_tab title=”3. The company becomes a client of several brands” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.36.51.png\")
<\/span><\/a><\/div>\n\nIdentify the company as a client on the details tab. <\/span><\/p>\nThe change of company status to the client allows adding multiple brands that you can use for creating jobs.<\/span><\/p>\nBrands in Teamogy allow you to filter the profitability of each brand in the financial reports.<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][et_pb_tab title=”4. We create job for a new client” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.41.15.png\")
<\/span><\/a><\/div>\n\nCongratulations, you can now create the first job for the client and its brand.<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][\/et_pb_tabs][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font=”|300|||||||” header_5_line_height=”1.4em” background_color=”#ffffff” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px||40px|false|false” border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ box_shadow_style=”preset1″ box_shadow_blur=”68px” box_shadow_spread=”-29px” locked=”off”]<\/p>\n
How to try everything directly in the system:<\/h5>\n\n- Create a company, including all the details (address, registration data). Then identify the company as a client and add 2 brands including logos. Don\u2019t forget to add some tags to the company.<\/span><\/li>\n
- Try to look up the client in contacts. You can also create a new job for this client and brand.<\/span><\/li>\n
- A detailed manual can be found here:
How to work with Contacts in Teamogy.<\/a><\/span><\/span><\/li>\n<\/ul>\n[\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”3.27.4″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” custom_margin=”-20px||40px” disabled=”on”]<\/p>\n
Related articles<\/p>\n
[\/et_pb_text][et_pb_post_slider include_categories=”82″ disabled_on=”on|on|on” _builder_version=”3.21.4″ disabled=”on”][\/et_pb_post_slider][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.7.7″ disabled=”on”][\/et_pb_divider][et_pb_blurb title=”Get in Touch” use_icon=”on” font_icon=”%%85%%” icon_color=”#ff4c00″ icon_placement=”left” content_max_width=”100%” _builder_version=”4.7.7″ _module_preset=”default” header_level=”h5″ header_text_align=”left” header_text_color=”#ff4c00″ body_font=”|300|||||||” body_text_color=”#000000″ background_color=”#ededed” background_enable_image=”off” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px|20px|40px|false|false” hover_enabled=”0″ border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ locked=”off” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.7.7″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” header_6_line_height=”1.3em” custom_margin=”||40px||false|false” locked=”off”]<\/p>\n
A specific example:<\/h6>\nWe acquired a new client. Let\u2019s enter it into the system correctly.<\/strong><\/span><\/h6>\n[\/et_pb_text][et_pb_tabs _builder_version=”4.7.7″ body_font=”||||||||” tab_font=”||||||||” border_width_all=”0px”][et_pb_tab title=”1. Completing the basic information of the company” _builder_version=”4.7.7″ body_font=”|300|||||||” tab_font=”||||||||”]<\/p>\n
\n<\/span><\/a><\/div>\n\n\u00a0It is important to correctly complete the form with the company name, address, and other details.<\/span><\/p>\nIn some countries the system will offer you the details about your client from a business register.<\/span><\/p>\nThis data is then subsequently used in the creation of documents, jobs, or invoices.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][et_pb_tab title=”2. Adding a contact to the company” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n<\/a><\/span><\/span><\/div>\n\nAdd person to the company that you will be communicating with.<\/span><\/span><\/p>\nYou can add as many contact as you would like to. Add details like \u2013 mobile number, Skype account, email account, etc. to each contact.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][et_pb_tab title=”3. The company becomes a client of several brands” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n<\/span><\/a><\/div>\n\nIdentify the company as a client on the details tab. <\/span><\/p>\nThe change of company status to the client allows adding multiple brands that you can use for creating jobs.<\/span><\/p>\nBrands in Teamogy allow you to filter the profitability of each brand in the financial reports.<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][et_pb_tab title=”4. We create job for a new client” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n<\/span><\/a><\/div>\n\nCongratulations, you can now create the first job for the client and its brand.<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][\/et_pb_tabs][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font=”|300|||||||” header_5_line_height=”1.4em” background_color=”#ffffff” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px||40px|false|false” border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ box_shadow_style=”preset1″ box_shadow_blur=”68px” box_shadow_spread=”-29px” locked=”off”]<\/p>\n
How to try everything directly in the system:<\/h5>\n\n- Create a company, including all the details (address, registration data). Then identify the company as a client and add 2 brands including logos. Don\u2019t forget to add some tags to the company.<\/span><\/li>\n
- Try to look up the client in contacts. You can also create a new job for this client and brand.<\/span><\/li>\n
- A detailed manual can be found here:
How to work with Contacts in Teamogy.<\/a><\/span><\/span><\/li>\n<\/ul>\n[\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”3.27.4″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” custom_margin=”-20px||40px” disabled=”on”]<\/p>\n
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[\/et_pb_text][et_pb_tabs _builder_version=”4.7.7″ body_font=”||||||||” tab_font=”||||||||” border_width_all=”0px”][et_pb_tab title=”1. Completing the basic information of the company” _builder_version=”4.7.7″ body_font=”|300|||||||” tab_font=”||||||||”]<\/p>\n
<\/span><\/a><\/div>\n\u00a0It is important to correctly complete the form with the company name, address, and other details.<\/span><\/p>\n In some countries the system will offer you the details about your client from a business register.<\/span><\/p>\n This data is then subsequently used in the creation of documents, jobs, or invoices.<\/span><\/p>\n<\/div>\n<\/div>\n [\/et_pb_tab][et_pb_tab title=”2. Adding a contact to the company” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n Add person to the company that you will be communicating with.<\/span><\/span><\/p>\n You can add as many contact as you would like to. Add details like \u2013 mobile number, Skype account, email account, etc. to each contact.<\/span><\/p>\n<\/div>\n<\/div>\n [\/et_pb_tab][et_pb_tab title=”3. The company becomes a client of several brands” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n Identify the company as a client on the details tab. <\/span><\/p>\n The change of company status to the client allows adding multiple brands that you can use for creating jobs.<\/span><\/p>\n Brands in Teamogy allow you to filter the profitability of each brand in the financial reports.<\/p>\n<\/div>\n<\/div>\n [\/et_pb_tab][et_pb_tab title=”4. We create job for a new client” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n Congratulations, you can now create the first job for the client and its brand.<\/p>\n<\/div>\n<\/div>\n [\/et_pb_tab][\/et_pb_tabs][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font=”|300|||||||” header_5_line_height=”1.4em” background_color=”#ffffff” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px||40px|false|false” border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ box_shadow_style=”preset1″ box_shadow_blur=”68px” box_shadow_spread=”-29px” locked=”off”]<\/p>\n [\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”3.27.4″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” custom_margin=”-20px||40px” disabled=”on”]<\/p>\n Related articles<\/p>\n [\/et_pb_text][et_pb_post_slider include_categories=”82″ disabled_on=”on|on|on” _builder_version=”3.21.4″ disabled=”on”][\/et_pb_post_slider][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.7.7″ disabled=”on”][\/et_pb_divider][et_pb_blurb title=”Get in Touch” use_icon=”on” font_icon=”%%85%%” icon_color=”#ff4c00″ icon_placement=”left” content_max_width=”100%” _builder_version=”4.7.7″ _module_preset=”default” header_level=”h5″ header_text_align=”left” header_text_color=”#ff4c00″ body_font=”|300|||||||” body_text_color=”#000000″ background_color=”#ededed” background_enable_image=”off” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px|20px|40px|false|false” hover_enabled=”0″ border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ locked=”off” sticky_enabled=”0″]<\/p>\n<\/a><\/span><\/span><\/div>\n<\/span><\/a><\/div>\n<\/span><\/a><\/div>\nHow to try everything directly in the system:<\/h5>\n
\n
How to work with Contacts in Teamogy.<\/a><\/span><\/span><\/li>\n<\/ul>\n