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Unread Updates Badge Notification in Ticketing As A Service
Stay on top of ticket updates with Unread Updates Badge in Ticketing As A Service — instant alerts for unseen changes!

Marc (TeamsWork)
Nov 6, 20242 min read


Automatic Tickets List Refresh feature in Ticketing As A Service
Keep your tickets list updated automatically with Ticketing As A Service and boost efficiency with real-time refresh.

Marc (TeamsWork)
Nov 6, 20242 min read


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, 20244 min read


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


What is Lead, Opportunity, Contact, and Organization: Clearing Up the Confusion
When discussing CRM systems, you’ll often hear terms like "Lead," "Opportunity," "Contact," and "Organization." While these are all...

Marc (TeamsWork)
Sep 20, 20243 min read


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


Introduction to Microsoft Teams CRM As A Service for Employees
Get started with CRM As A Service in Microsoft Teams—streamline sales, manage leads, and sync Outlook seamlessly.

Marc (TeamsWork)
Sep 19, 20242 min read


Understanding Roles in CRM As A Service: Owners & Members Capabilities
Understand the roles of Owners and Members in CRM As A Service and how they help streamline your team's sales and data management.

Marc (TeamsWork)
Sep 19, 20243 min read


Configure Custom Fields in CRM As A Service
Customize Lead and Opportunity forms in CRM As A Service to capture key sales data like competitors and business challenges.

Marc (TeamsWork)
Sep 19, 20242 min read


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


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


Managing your Contacts in CRM As A Service
Manage and sync contacts in CRM As A Service for Teams. Keep info updated and customized across Outlook and CRM seamlessly.

Marc (TeamsWork)
Sep 18, 20243 min read


Managing your Email Sync in CRM As A Service
With CRM as a Service integrated into Microsoft Teams, you can seamlessly sync your CRM with Outlook

Marc (TeamsWork)
Sep 18, 20243 min read


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


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


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


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


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, 20244 min read


Be More Efficient using Filters in CRM As A Service for Microsoft Teams
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


Enhanced Automation Capabilities in Ticketing As A Service for Microsoft Teams
Automate ticket routing in Microsoft Teams to boost efficiency, reduce errors, and resolve issues faster with Ticketing As A Service.

Marc (TeamsWork)
Aug 15, 20243 min read
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