Getting started: How do you want to structure and follow up on your deals?


  • What are the steps that are normally taken before a lead turns into a client?
  • How do you usually follow up on potential customers?

To follow up on potential clients, you can use Teamleader's deal module. To help visualize the different steps of this process, Teamleader created some standard deal phases, which can be edited and customized to specifically match your processes. You can read all about it in this article. You'll always see all phases for every deal you create, as you can only create one deal funnel for the entire Teamleader account.


Deal phases should be more basic, general steps, whereas the related tasks, meetings and calls serve as more specific steps. This is why adding a phase for every single meeting won't add much value. Do note, however, that not every deal needs to go through all phases. You can easily skip multiple phases if needed.


Once you've created the deal phases, Teamleader offers multiple ways to follow up on your deals. You can link tasks to deals, which can serve as a reminder to create a quotation for example. Also, Teamleader offers a colour code on deal activities which can help you to never lose the overview of your ongoing deals. On top of that, and as with every other module in Teamleader, you can also create segments on deal level. Teamleader offers some smart segments based on your deal phases by default, but you can either refine them or create your own, so go wild and be creative here. Be clear on what you would like to segment on, as this has implications for the information you need to add to the deal. In the next section, we will give you more information on that. Stay tuned.


Note: In order to follow up on your leads, it might be interesting to think about how you would like to get your leads in your system. Teamleader offers different integrations with Web2Lead services. In 'Getting started with: CRM', you will find some additional information on this topic.


Click here to read the next part on deals: Getting started: How do you want to manage your deals?

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