manage information

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...
Annie
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...
Annie
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.
Annie
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...
Annie
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.
Annie
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.
Annie
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.
Annie
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...
Annie
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...
Annie
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...
Annie
1 min read