manage information

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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