manage information

How to Automate Status Updates for Customers from Your Teamup Calendar

You can automatically share status updates with customers, right from your internal Teamup calendar, and keep some event details hidden.
Content Team
4 min read

Get Job Information Organized for a More Efficient Business

For better productivity as a group, get all the job information organized so it's accessible by office staff, sales, crews, and contractors.
Content Team
2 min read

A Calendar that Calculates: Capture Amounts and Sum Numerical Data with Teamup

Capture amounts or other numerical data on your Teamup calendar. Then go to Table view to automatically sum numerical data. Adjust the date range...
Content Team
2 min read

Upgrade Your To Do List with Teamup

Upgrade your To Do list so it does more work for you. With Teamup, it's easy: mobile apps, context sorting, custom fields, multiple views,...
Content Team
3 min read

Capture Information in an Easy System

Tired of feeling overwhelmed and unproductive, even though you're busy all the time? Here's the key: a good system to capture information that you...
Content Team
1 min read

The Power of the Universal In-Tray

Get control of all the open loops in your life with a universal in-tray, per GTD methodology. Here's a quick guide and examples with...
Content Team
3 min read

Sort Data Faster for a Quick Sales Report

Use Teamup to capture and sort data. Make it easier to generate a quick sales report.
Content Team
1 min read

Teamup’s Map Field Keeps Field Service Crew from Driving to Wrong Job Site

No more rushed directions over the phone. Here's how to share mapped locations with the field service crew on mobile, and quickly correct address...
Content Team
1 min read

An Easy Way to Save Key Details from Customer Conversations

Every customer conversation has key details you need to capture. Here's a simple, reliable way to do that.
Content Team
1 min read

A Mobile CRM for Sales on the Go

Sales on the go doesn't have to be disorganized. Use Teamup as a mobile CRM and stay on top of things.
Content Team
1 min read

Quickly Save Customer Notes with Actions and Context

Use Teamup for a quick-entry method of saving customer notes, reminders, and actions from anywhere.
Content Team
1 min read

When Dropdown Lists or Multiple Choice Options Aren’t Enough

Did you ever open a dropdown list and can't find the option you need? Here is a solution with Teamup: Create a custom text...
Content Team
2 min read

Stay Organized and Keep Track of Next Customer Actions

Sales professionals interact with customers in lots of ways. Keeping track of what the next actions are after each conversation is key to build...
Content Team
46 sec read

How to Tag and Track Context

Use a keyword in a custom field to tag your context of everything that has your attention, and be able to retrieve the information...
Content Team
1 min read

How Office Staff Streamline and Manage Information with Teamup

Capture and manage information in one place--the first step towards getting organized. Teamup is a secure, context-specific system for office staff.
Content Team
4 min read
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