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How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Use Notes in Tekmatix for Better Team Collaboration
Learn how to use Notes in Tekmatix to track client updates, improve collaboration, and centralize records across contacts, opportunities, and companies. ...more
Contacts ,Opportunities &Company
October 15, 2025•3 min read
How To Use Expanded Opportunity Values in Tekmatix to Improve Sales Tracking
Discover Tekmatix’s Expanded Opportunity Values—new fields, sorting, exporting, and customizable views that help you track deals, spot bottlenecks, and close sales faster. ...more
Opportunities ,Reporting
September 25, 2025•3 min read
Proudly sponsoring the 'Young Business Woman of The Year Award' at the Gold Coast Girls in Business Award
TekMatix and I are delighted to be the sponsors of this years 'Young Business Woman of The Year Award' at the 'Gold Coast Girls in Business Awards' 2024. ❤ ...more
Opportunities ,Reputation Management and Reviews &Business tips
April 24, 2024•0 min read
Custom Fields for Opportunities
Custom Fields for Opportunities ...more
Opportunities
August 30, 2023•3 min read
How to Create and Edit Pipelines
How to Create and Edit Pipelines ...more
Opportunities
August 28, 2023•1 min read
