Understanding the Teamopipe interface

Teamopipe works in two places with the same data: inside Gmail through the Chrome extension, and in your browser at app.teamopipe.com. The navigation is the same in both.

The left sidebar

The sidebar holds everything you use day to day:

• Inbox — read and reply to email, and link it to the CRM. See using the Inbox.
• Pipelines — your deals on a Kanban board or in List view. Switch pipelines with the dropdown next to the pipeline name.
• Contacts and Organizations — your contact database.
• Tasks — every follow-up across the workspace. See managing tasks.
• Campaigns — broadcasts and sequences.
• Reports — pipeline value, win rate and forecast. See the Reports overview.
• Settings — Workspace, Billing, Communications, Templates, Pipelines, Data fields, Automations, Integrations and Import / Export.

Your name at the bottom of the sidebar opens User settings, for your language and received invites.

The top bar

Search Teamopipe (⌘K or Ctrl+K) searches deals, contacts, organizations, campaigns and tasks. The bell icon opens your notifications.

In Gmail

Open any email and click the Teamopipe icon to create a deal from it or link it to an existing deal. Linked threads get a coloured stage label in your inbox.