Use the search bar below to find help guides and articles for using 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

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

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

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

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 ...more
Opportunities
August 30, 2023•3 min read


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

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

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

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

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 ...more
Opportunities
August 30, 2023•3 min read

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

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

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

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

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 ...more
Opportunities
August 30, 2023•3 min read
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

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

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

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

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 ...more
Opportunities
August 30, 2023•3 min read


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

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

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

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

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 ...more
Opportunities
August 30, 2023•3 min read
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

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

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

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

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 ...more
Opportunities
August 30, 2023•3 min read



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

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

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

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

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 ...more
Opportunities
August 30, 2023•3 min read
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

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

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

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

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 ...more
Opportunities
August 30, 2023•3 min read
