• Features
    • Overview
    • Tour
    • CRM
    • Sales Velocity
    • Mobile Apps
    • Industries
    • Collect
    • Lead Capturing
    • SmartDialer
    • Email Integration
    • Convert
    • Lead Management
    • Lead Qualification
    • Lead Prioritization
    • Time Management
    • Sales Pipeline Management
    • Sales Acceleration
    • Contact Management
    • Product Catalogue
    • Insights
    • Analytics & Reports
    • Sales Dashboard
    • Sales Activity
    • Pipeline Management
    • Sales Leaderboard
    • KPIs & Sales Goals
  • Pricing
  • Blog
  • Resources
    • Help CenterEverything about to get you started and improve knowledge.
    • Case StudiesLearn best practices from our customers.
    • Developer APIDocumentation, API, Examples, FAQ and more.
    • Affiliate ProgramEarn cash commission on every referral!
  • Integrations
  • +1 725-254-2694
  • Start Free Trial
  • Login
  • Log in
  • Sign up
  • REQUEST A DEMO
  • Features
    • Overview
    • Tour
    • CRM
    • Sales Velocity
    • Mobile Apps
    • Industries
    • Collect
    • Lead Capturing
    • SmartDialer
    • Email Integration
    • Convert
    • Lead Management
    • Lead Qualification
    • Lead Prioritization
    • Time Management
    • Sales Pipeline Management
    • Sales Acceleration
    • Contact Management
    • Product Catalogue
    • Insights
    • Analytics & Reports
    • Sales Dashboard
    • Sales Activity
    • Pipeline Management
    • Sales Leaderboard
    • KPIs & Sales Goals
  • Pricing
  • Blog
  • Resources
    • Help CenterEverything about to get you started and improve knowledge.
    • Case StudiesLearn best practices from our customers.
    • Developer APIDocumentation, API, Examples, FAQ and more.
    • Affiliate ProgramEarn cash commission on every referral!
  • Integrations
  • +1 725-254-2694
  • Start Free Trial
  • Login
  • Log in
  • Sign up
  • REQUEST A DEMO

Teamgate CRM Help & Support Hub

Everything you need to know to sell more with Teamgate

Getting Started

  • Teamgate – for picky sellers
  • Introduction: Teamgate terminology guide
  • Effective sales process management
  • Removing CRM demo data
  • Navigation: My profile, Settings, Logging ln
  • The structure of Teamgate CRM and workflow
  • Leads: Create, Manage and Convert Your Leads
  • Deals: Manage Your Deals and Your Sales Pipeline
  • Organizer: Plan Activities, Log Calls, Schedule Meetings
  • Contacts: Manage, Segment, Filter Your Contacts and Track Your Communication History
  • Insights: Analytics and Reports, Sales Forecasting, Performance Analysis
  • How to see all of my contacts in map?

User Management

  • How to change my password?
  • How to manage teams?
  • How to set and change my user details?
  • User card
  • How to upload/change my user profile photo?
  • What is Primary section and how to change it?
  • How to change my time zone?
  • How to change my system language?
  • How to activate inactive user?
  • How to set roles and permissions for users in Teamgate?
  • How to add users to my Teamgate account?
  • How to deactivate the user and reassign active tasks and records to another user?
  • How to export the users list?
  • User access and data visibility settings
  • Change the owner of contacts and active tasks
  • Forgot my password. How to reset the Teamgate password?
  • Manage automatic notifications
  • Audit logs
  • Reset password for other Teamgate user

Import and Export

  • How Do I Export Leads from Microsoft Outlook to Teamgate?
  • How do I Export Leads from Mac Contacts to Teamgate?
  • How to export contacts from Google contacts?
  • How to Export & Import contacts from iCloud account?
  • How to export leads, people and companies list from Teamgate?
  • How to import contacts from LinkedIn profile?
  • How to Export Your Data from Teamgate and Open a CSV File in Your MS Excel Program?
  • How to open exported CSV file using MS Excel?
  • How to import customer list from QuickBooks to Teamgate?
  • How to import customer list from Xero to Teamgate?
  • How to export tasks, meetings and custom activities from Teamgate?
  • Update Companies, Leads and People information in bulk with import
  • How to import Leads from Google Contacts?
  • How to import Leads to Teamgate?
  • How to import People and Companies list to Teamgate?
  • How to prepare a file for import?

Dashboard

  • Dashboard- Sales velocity
  • Dashboard overview

Leads

  • What is “What’s up?”
  • How to use search?
  • How can I delete a Lead?
  • How can I change owner of a Lead?
  • How to edit flags in Leads?
  • How to send a SMS to Leads?
  • How can I find all my Leads?
  • How can I tag a Lead?
  • How to create a new Lead?
  • How to plan new activity from Leads?
  • What is Lead source?
  • How to merge duplicates?
  • How to send a newsletter to my Leads?
  • How to use Smart menu in Leads?
  • How to copy email or phone number to clipboard in Leads?
  • What are custom fields and how to manage them in Leads?
  • How to make my Leads starred?
  • What is Lead’s card?
  • How to edit Leads?
  • Leads – Unqualified Reasons report
  • How to use bulk actions in Leads?
  • How to convert a lead to a contact?
  • How can I convert a Lead?
  • What is a Lead status in Teamgate?
  • What is Lead Scoring?
  • How to enable a grid view in Leads, People, Companies list?
  • How to sort Leads list and manage pages?
  • How to enable/disable or arrange columns in the list of Leads, People, Companies or Deals?
  • How can I use Leads in Teamgate?

Deals / Sales Process

  • What are deal loss reasons?
  • How to export your sales pipeline / deals?
  • How can I delete a Deal?
  • How can I change owner of a Deal?
  • Collapse / Expand Sales Pipeline Stages
  • How to change stage title?
  • How to move Deal through stages?
  • How can I add a new Deal?
  • Can I create a multi pipeline?
  • How to create the Sales Pipeline?
  • How to duplicate a deal?
  • How to assure there is always upcoming activities planned? Task management.
  • How to automatically set the value of the products assigned to the deals as the deal price?
  • Sales Pipeline Forecast
  • How to transfer tags and custom field information from the buyer card to a deal card when creating new deals manually?
  • Show sum of your deals in given pipeline stage
  • How can I see my lost or won deals?
  • How do Deals drag and drop work in Teamgate?

Companies & People

  • How can I delete the people?
  • How to see “My contacts”? and “My team’s contacts”?
  • How can I delete a company?
  • How to add a new company?
  • How can I change owner of a Company?
  • Dealing with Duplicates
  • How can I change owner of a contact?
  • What are People / Company statuses in Teamgate?
  • How to arrange information blocks in customers’ profile?
  • How to sort Companies and People list and manage pages?
  • Companies and People association tree

Organizer

  • How to make the meeting Private?
  • Create events straight from calendar
  • Schedule a meeting lasting several days
  • Review planned work of your colleagues
  • What are shared objects? (cont)
  • What are shared objects?
  • How to delete the activity from the Organizer?
  • How to synchronize your Android calendar with Teamgate?
  • Why can’t I edit all events?
  • How to see list view in the calendar?
  • How to create custom activity types?
  • How to change calendar colors?
  • How to change date format in the Calendar?
  • Outlook and Thunderbird calendar synchronization using CalDAV protocol
  • How to synchronize Teamgate calendar with iPhone/iPad?
  • How to set up Teamgate CalDAV on iPhone/iPad
  • How do I sync Teamgate calendar with Mac calendar using CalDAV?
  • How to sync Outlook calendar using CalDAV protocol?
  • How to sync Teamgate calendar with Google calendar?
  • How to synchronize Office365 and Outlook.com Calendar with Teamgate?
  • Where can I see scheduled meetings, calls reminders?
  • To-do list
  • Agenda
  • Calendar overview
  • How to schedule the meeting in Teamgate?
  • How to create tasks and activities in Teamgate?

Insights

  • Sales Results: Commission Tracker Report
  • Sales results: Pofitability
  • Sales Results: Customer Loss Reasons report
  • Sales Results: Won/Lost (cont)
  • Sales Results: Won/Lost
  • Sales Results: TOP Customers
  • Sales Results: Sales Trajectory
  • Sales Results: Won Deals
  • Marketing: Deals by Country
  • Marketing: Deals by Industry
  • Marketing: Deals by Source
  • Marketing: Leads by Country (cont)
  • Marketing: Leads by Country
  • Marketing: Leads by Industry
  • Marketing: Leads by Source
  • Marketing
  • Sales Pipeline: Movement (cont)
  • Sales Pipeline: Movement
  • Sales Pipeline: Sales Cycle (cont)
  • Sales Pipeline: Sales Cycle
  • Sales Pipeline: Stage Changes
  • Sales Pipeline: Sales Funnel
  • Insights: Sales Forecast
  • Sales Pipeline: Pipeline history (cont)
  • Sales Pipeline: Pipeline history
  • Sales Pipeline: Pipeline today
  • Sales Pipeline: Pipeline today (cont)
  • Leads – Unqualified Reasons report
  • Leads: Leads Trajectory
  • Activity: Activity Ratios (cont)
  • Activity: Activity Ratios
  • Insights: Activity Goals
  • Activity: Activity Goals
  • How to set goals?

Settings

  • How Can I Use/Scan QR Codes?
  • Filter “Not contacted within”
  • Maps. How to see all my deals in the map?
  • Teamgate is disconnecting me. How to keep logged in for 30 days?
  • How to register an error?
  • How to create customer loss reasons?
  • How to use filter?
  • Trial account cancellation
  • Global search
  • What is locale and how to change it?
  • Change your system language
  • How to create my own filter combination?
  • How to create and edit custom fields?
  • How to use and manage tags?
  • How to create a tag?
  • Morning Muffin
  • Custom fields mapping. Transfer custom fields information from leads to companies, people and deals
  • Mandatory fields. How to make fields mandatory to fill when creating new contacts?

Billing

  • How do I cancel my subscription?
  • Where can I find an invoice?
  • How to change subscription plan?
  • How to subscribe to Teamgate?
  • Add or Update Your Payment Method
  • Plans and pricing
  • Add or Reduce Users
  • Payment Methods

Files

  • How do I search for files?
  • How the files filtering works?
  • Where can I find files, related to my clients?
  • How can I view and download files?
  • How to upload files to notes, tasks and appointments?
  • How to upload my files to Teamgate?
  • How to upload file to a deal?

Integrations

  • Where can I find my API authentication key (AUTH_TOKEN)?
  • Where can I find the list of possible integrations?
  • Mailchimp and Teamgate integration
  • How to sync files with Google Drive?
  • Zapier: Add new leads with Facebook Lead Ads
  • Nexmo. Send SMS to your customers and receive SMS reminders
  • How to use WordPress web form?
  • Twilio and Teamgate integration. How to set-up?
  • Track your contacts and deals geolocation in the map!
  • Google Calendar. Sync your meetings!
  • Freshdesk integration
  • Zapier: Teamgate-Slack integration
  • How to sync contacts between Google Contacts and Teamgate using Piesync?
  • Zapier. What It Is, And What Can You Do With It?
  • SurveyMonkey integration
  • How to create an invoice in Xero after winning the deal?
  • How to use Xero and Teamgate integration?
  • How to connect Xero to Teamgate?
  • How to use QuickBooks and Teamgate integration? 
  • How to connect QuickBooks Online to Teamgate?
  • How to use Twilio integration?
  • How to use Intercom and Teamgate integration?
  • How to connect Intercom with Teamgate?
  • Hubspot integration
  • Zendesk and Teamgate integration
  • My profile: Integrations and Login settings

Email

  • What is an Additional email address?
  • How to create a password to connect email while using 2-step verification in Gmail?
  • How to create email templates in Teamgate?
  • How to attach an email copy to the Lead card?
  • How to automatically attach incoming email copies to Teamgate using Office 365?
  • Change the default logic of how email copies attach to Deals cards
  • Email Signature
  • How to use Sales Inbox in Teamgate?
  • How to enable Sales Inbox for lower than admin user role?
  • How to setup Email Sync for Gmail users?
  • How to setup Email Sync? (Not for Gmail users)
  • How to automatically attach incoming email copies to Teamgate using Outlook email program? Email forwarding
  • How to automatically attach outgoing email copies using Outlook email program? Automatic CC rule.
  • How to automatically attach emails to Teamgate using Gmail? (Smart Bcc/ forwarding)
  • How to automatically attach email copies to Teamgate?

Security

  • Teamgate | Terms of service
  • Teamgate | Privacy policy
  • How about security?

Mobile App

  • How to install Teamgate mobile app for Android?
  • How to install Teamgate mobile app for iPhone?

Release Notes

  • Relase notes 2018-03-27
  • Release notes 2018-03-06
  • Release notes 2018-01-11
  • Release notes 2017-04-18
  • Release notes 2017-02-27
  • Release notes 2017-02-01
  • Release notes 2017-01-17
  • Release Notes thru 2015-07-20
  • Release notes 2017-01-24
  • Release notes 2017-02-17
  • Release notes 2017-03-14
  • Release notes 2017-05-24
  • Release notes 2018-04-05
  • Release notes 2018-05-03
  • Release notes: 2018-06-26
  • Release notes: 2018-09-07
  • Release notes 2018-10-09
  • Release notes 2018-11-22
  • Release notes 2018-10-26
  • Release notes 2018-09-27
  • Release notes 2019-01-10
  • Release notes 2020-01-21
  • Release notes 2019-12-03
  • Release notes 2019-12-17
  • Release notes 2020-03-27
  • Release notes 2020-02-11
  • Release notes 2020-05-07
  • Release notes 2020-08-27
  • Release notes 2020-06-11
  • Release notes 2020-10-14
  • Release notes 2022-04-28
  • Release notes 2022-06-20
  • Release notes 2018-05-03
  • Release notes 2017-01-17
  • Release notes 2017-01-24
  • Release notes 2017-02-01
  • Release notes 2017-02-17
  • Release notes 2017-02-27
  • Release notes 2017-03-14
  • Release notes 2017-04-18
  • Release notes 2017-05-24
  • Release notes 2018-04-05
  • Home
  • Teamgate Support Hub
  • Import and Export
  • How Do I Export Leads from Microsoft Outlook to Teamgate?
View Categories

How Do I Export Leads from Microsoft Outlook to Teamgate?

4 min read

In order to import leads from Microsoft Outlook address book to Teamgate, first, you need to export contacts from Outlook in.CSV file format and import this file to Teamgate. You can read about importing.CSV file to Teamgate in this FAQ article “How to import leads list?“.

To begin with, you need to determine which Outlook version you are using. It could be: 2007, 2010, 2013, 2016, Office 365 or Outlook.com, then select an article below, according to your Outlook version.

1. How Do I Export Contacts from Microsoft Outlook 2013 or 2016?

2. How Do I Export Contacts from Microsoft Outlook 2010?

3. How Do I Export Contacts from Microsoft Outlook 2007?

4. How Do I Export Contacts from Microsoft Office 365?

5. How Do I Export Contacts from Microsoft Outlook.com?

How Do I Export Contacts from Microsoft Outlook 2013 or 2016?

In order to export contacts from Outlook 2013 or 2016, do the following steps:

1. Choose File.

2. Choose Open & Export > Import/Export.

3. Choose Export to a file.

4. Choose Comma Separated Values (.csv).

5. THIS STEP IS KEY, especially if you are borrowing a friend’s computer: in the Select folder to export from the box, scroll to the top, if needed, and select the Contacts folder that is under your account. Choose Next.

6. Choose Browse, name your file, and choose OK.

7. Confirm where your new contacts file will be saved on your computer, and choose Next.

8. Choose Finish to start exporting your contacts immediately. Outlook does not display any message when the export process is complete but the Import and Export Progress box goes away.

9. Finally, import the exported CSV file to Teamgate. If you do not know how to do it, find out at FAQ “How to import leads list?“.

How Do I Export Contacts from Microsoft Outlook 2010?

In order to export contacts from Outlook 2010, do the following steps:

1. At the top of your Outlook ribbon, choose the File tab.

2. Choose Options.

3. In Outlook Options box, choose Advanced.

4. Under the Export section, choose Export.

5. In the Import and Export Wizard, select Export to a file, and then choose Next.

6. Under Create a file of type, choose the type of export you want. The most common are Comma Separated Values (DOC), also known as a .csv file. Then click Next.

7. Under Select folder to export from, scroll up, if needed, and then select the contact folder that you want to export. Choose Next when you are done.

8. Under Save exported file as, click Browse, select a destination folder and in the File name box, type a name for the file. Click OK.

9. In the Export to a File dialog box, click Next.

10. Choose Finish to start exporting your contacts immediately. Outlook does not display any message when the export process is complete but the Import and Export Progress box goes away.

11. When the export is finished, choose OK to exit the Outlook Options box.

12. Finally, import the exported .CSV file to Teamgate. If you do not know how to do it, find out at FAQ “How to import leads list?“.

How Do I Export Contacts from Microsoft Outlook 2007?

In order to export contacts from Outlook 2007, do the following steps:

1. In Outlook 2007, at the top of your ribbon choose File.

2. Choose Import and Export.

3. Select Export to a file, and then click Next.

4. Choose Comma Separated Value, and then click Next.

5. In the folder list, scroll up, if needed, choose the contacts folder you want to export, and then click Next.

6. Choose Browse, type a name for the exported file, and then click OK.

7. Click Next.

8. Choose Finish to start exporting your contacts immediately. Outlook does not display any message when the export process is complete but the Import and Export Progress box goes away.

9. Finally, import the exported CSV file to Teamgate. If you do not know how to do it, find out at FAQ “How to import leads list?“.

How Do I Export Contacts from Microsoft Office 365?

In order to export your contacts from Office 365, first, sync contacts to your local Outlook app on your computer, then, refer to above-written steps, regarding your Office desktop app version.

How Do I Export Contacts from Outlook.com?

In order to export your contacts from Outlook.com do the following steps:

1. Sign in to your Outlook.com account.

2. Choose the app launcher in the upper-left corner of your screen and then choose People.

3. On the toolbar, click Manage > Export for Outlook.com and other services.

4. At the very bottom of your screen, you will be prompted to Open or save OutlookContact.csv from people.live.com. Choose Save As.

5. Choose a location on your computer to save your OutlookContacts.csv file.

6. Finally, import the exported CSV file to Teamgate. If you do not know how to do it, find out at FAQ “How to import leads list?“.

  • Teamgate
    • About Us
    • Contacts
    • Pricing
    • Terms of service
    • Privacy policy
    • Security measures
    • GDPR
    • Site map
  • Solutions
    • Sales Dashboard
    • Lead Management
    • Contact Management
    • Sales Pipeline Management
    • Time Management
    • CRM
    • SmartDialer
    • Analytics & Reports
    • Sales Velocity
  • Resources
    • Whitepaper: Sales process flowchart
    • Whitepaper: Practical sales tips
    • Whitepaper: Choosing A CRM
    • Whitepaper: Sales Dev Playbook
    • Support Center
    • Feature Request
    • Logo Kit
    • API
    • Roles
    • Affiliate Program
  • Contacts
    • Call Sales
    • Sales Inquiries
    • Request a demo
    • Book Support Session
    • Support Inquiries
    • Marketing Inquiries
    • General Inquiries
    • Invoice Inquiries

Mobile applications

  • CRM app for Android and iOS

Safe payments

Language

Flag of Lithuania Flag of the United States
Home
© 2025 Teamgate.com All rights reserved.
Follow us:
We use cookies to provide a personalised experience for our users. Read more from our Cookie Policy.
Got it
  • Features
    • Overview
    • Tour
    • CRM
    • Sales Velocity
    • Mobile Apps
    • Industries
    • Collect
    • Lead Capturing
    • SmartDialer
    • Email Integration
    • Convert
    • Lead Management
    • Lead Qualification
    • Lead Prioritization
    • Time Management
    • Sales Pipeline Management
    • Sales Acceleration
    • Contact Management
    • Product Catalogue
    • Insights
    • Analytics & Reports
    • Sales Dashboard
    • Sales Activity
    • Pipeline Management
    • Sales Leaderboard
    • KPIs & Sales Goals
  • Pricing
  • Blog
  • Resources
    • Help Center
    • Case Studies
    • Developer API
    • Affiliate Program
  • Integrations
  • +1 725-254-2694
  • Start Free Trial
  • Login