How-To Videos

Below are a series of approximately 30 second¬†How-To clips on how to use TealCRM. ¬†TealCRM was designed to be easy to use so these video’s can help you navigate some of the cool features Teal has to offer.

Add a new Company

Add a new Person

Add a new Deal

Add a new Note

Visual Sales Pipeline

Add a new Proposal

Advanced Search & Filter

Edit Data List Views