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Seamless Sales Management in Microsoft Teams with CRM As A Service
If your sales team already uses Microsoft Teams for communication, integrating your CRM directly into Teams can streamline your workflow.
Marc (TeamsWork)
Nov 26, 20243 min read
45 views
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Unread Updates Badge Notification in Ticketing As A Service
A visual notification badge that highlights unseen updates, helping users stay aware of changes at a glance.
Marc (TeamsWork)
Nov 6, 20242 min read
36 views
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Automatic Tickets List Refresh feature in Ticketing As A Service
Automatic Tickets List Refresh optimizes Tickets management by keeping you updated in near real-time. Try It Now.
Marc (TeamsWork)
Nov 6, 20242 min read
47 views
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Stay in Control of Your Budget: TeamsWork’s Flexible Subscription and Quota System
This article explains quotas, what happens when you reach them, and why upgrading your plan is essential for smooth TeamsWork usage
Marc (TeamsWork)
Sep 27, 20243 min read
142 views
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Why seek CRM integration with Microsoft Teams when a native CRM option is available?
native apps like CRM As A Service are specifically designed to function seamlessly within the Microsoft Teams ecosystem. Here's why CRM As A
Marc (TeamsWork)
Sep 26, 20242 min read
35 views
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Setting up Your CRM As A Service
CRM as a Service with Microsoft Teams makes it easy to manage leads, opportunities, and customer interactions using familiar tools
Marc (TeamsWork)
Sep 19, 20242 min read
53 views
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Introduction to Microsoft Teams CRM As A Service for Employees
Welcome aboard to CRM As A Service! Your organization has made a smart choice by selecting CRM As A Service as your customer relationship...
Marc (TeamsWork)
Sep 19, 20242 min read
61 views
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Configure Custom Fields in Your Lead and Opportunity Form in CRM As A Service
Hi All, Today, let’s dive into a powerful feature that enables you to customize your Lead and Opportunity forms in CRM As A Service ....
Marc (TeamsWork)
Sep 19, 20242 min read
80 views
0 comments


Managing your Calendar Sync in CRM As A Service
CRM as a Service integrated into Microsoft Teams, streamline your scheduling process by synchronize calendar with outlook.
Marc (TeamsWork)
Sep 18, 20242 min read
38 views
0 comments


Configuring Case Workflows and Forms in CRM As A Service
Case Management feature in CRM as a Service helps businesses track, manage, and resolve customer inquiries by providing a centralized record
Marc (TeamsWork)
Sep 18, 20243 min read
96 views
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Managing your Contacts in CRM As A Service
With CRM as a Service integrated into Microsoft Teams, you can easily organize & maintain your contact database in one centralized location
Marc (TeamsWork)
Sep 18, 20243 min read
114 views
0 comments


Introduction to Microsoft Teams CRM As A Service for Admin
This guides provides an overview of all the basic and advanced features of the Microsoft Teams CRM
Marc (TeamsWork)
Sep 18, 20243 min read
474 views
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Mastering the Sales Pipeline in CRM As A Service
Customize your sales pipeline with ease using CRM As A Service. Add new stages or build from scratch for better visibility into every deal.
Marc (TeamsWork)
Sep 18, 20243 min read
92 views
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Managing Your Leads with CRM As A Service
Easily manage and track leads within Microsoft Teams using CRM As A Service. Stay organized and convert leads faster.
Marc (TeamsWork)
Sep 18, 20243 min read
149 views
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Create and Manage Opportunities in CRM As A Service
Manage leads with ease using CRM As A Service. Track, qualify, and convert opportunities, and gain insights on lost deals for future success
Marc (TeamsWork)
Sep 18, 20244 min read
128 views
0 comments

Import / Upload Data in CRM As A Service
Easily upload leads into CRM As A Service from Excel or CSV files. Follow our step-by-step guide to streamline lead management.
Marc (TeamsWork)
Sep 18, 20243 min read
105 views
0 comments


Maximize Lead Efficiency with Filters in CRM As A Service
A key feature of CRM As A Service for Microsoft Teams is its customizable Filters, which allow you to personalize your CRM experience
Marc (TeamsWork)
Sep 18, 20242 min read
40 views
0 comments

Enhanced Automation Capabilities in Ticketing As A Service for Microsoft Teams
In today’s fast-paced work environment, efficiency is essential. Whether managing a service desk, handling HR inquiries, or coordinating...
Marc (TeamsWork)
Aug 15, 20243 min read
123 views
0 comments


Seamless Task Management in Microsoft Teams with Checklist As A Service
Imagine if you could integrate a powerful task management tool directly within Microsoft Teams, making it easier to organize, track, and
Marc (TeamsWork)
Jun 3, 20243 min read
99 views
0 comments


Build Microsoft Teams Help Desk System with Ticketing As A Service
When your team relies on Microsoft Teams for daily communication, introducing separate software for help desk operations can slow things dow
Marc (TeamsWork)
Jun 3, 20243 min read
160 views
0 comments
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