Source

Automation & workflows — found from sitemap — Teamgate

Checked for Teamgate on 13 Oct 2026

Page: https://www.teamgate.com/support/8270127-the-structure-of-teamgate-crm-and-workflow/
Checked: 13 Oct 2026, 10:11 UTC
How we may use it: Public page, crawling permitted

Technical details

type: page
http status: 200
content hash: sha256:c8a398e20e1af01bc7bd7deb180622381dd515df5e510aac81592e9b4b89e760
permission: robots_ok
screenshot: Screenshot on file (internal exhibit, not published)

Cited by

Leads section Report an error

“Leads. Leads are persons, companies, or business opportunities that haven’t been confirmed yet or added to your sales pipeline.”
Companies people Report an error

“The Companies section holds all business information, like company name and all information about the business entity itself. The People section holds individual personal information, relations, titles, and much more.”
Deals section Report an error

“A Deal is an entity whose journey is tracked through your sales pipeline. Each Deal is assigned to its owner or a team. With flexible functions, you can easily filter and manage your Deals or just drag & drop them from one sales stage to another.”
Organizer section Report an error

“Adding activities to Deals allows you to track actions taken within a particular Lead, Contact, or Deal and highlight what else needs to be done next.”
Files section Report an error

“5. Files.”
Insights section Report an error

“Data-driven intelligent reports provide sales managers with a real-time image of their businesses.”