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Knowledge base
Getting Started
Becoming a customer
4
FAQ: How can I start a trial?
FAQ: How can I upgrade my trial version to a paying account?
FAQ: What happens when my module trial period is over?
How To: How can I empty my (trial) account?
CRM
4
Getting started: What is a CRM?
Getting started: What do you want to get out of your CRM in Teamleader?
Getting started: How do you want to structure your CRM?
Getting started: How do you want to use your CRM to contact your (potential) clients?
Deals
6
Getting started: What is a deal?
Getting started: How do you want to structure and follow up on your deals?
Getting started: How do you want to manage your deals?
Getting started: Deal overviews
Getting started: What should your quotation look like?
See all 6 articles
Dashboard & Agenda
3
Getting started: What is the idea behind the calendar in Teamleader?
Getting started: How do you want to structure your calendar?
Getting started: How do you want to manage your calendar?
Timetracking
4
Getting started: What is the idea behind timetracking in Teamleader?
Getting started: How can you track time?
Getting started: How can you invoice tracked time?
Getting started: How can you obtain reports on tracked time?
Invoices
3
Getting started: What are the different ways to create an invoice?
Getting started: How do you want to manage your invoices?
Getting started: What should your invoice look like?
Products
2
Getting started: What is the idea behind products in Teamleader?
Getting started: How can you use your products on your quotation, invoice etc.?
Projects
5
Getting started: What is the idea behind a project in Teamleader?
Getting started: How can you structure a project?
Getting started: How can you manage a project?
Getting started: How can you add work and external costs to a project?
Getting started: How can you invoice a project?
Tickets
3
Getting started: What is a ticket in Teamleader?
Getting started: How can you get started with the ticketing module?
Getting started: What reporting can you get of tickets?
HR
2
Getting started: How can you collaborate smarter in Teamleader?
Getting started: How can you get an overview of who is working when on what?
Imports
1
Getting started: What data can I import into Teamleader?
Integrations
1
Getting started: Integrations
Video Tutorials
General introduction
0
CRM
3
Video: CRM
Video: Creating contacts in Teamleader
Video: Creating a company in Teamleader
Deals
3
Video: Deals
Video: Creating a deal in Teamleader
Video: Creating a quotation in Teamleader
Planning & Timetracking
6
Video: Dashboard & Agenda
Video: Timetracking
Video: Managing planning in Teamleader
Video: Creating a task in Teamleader
Video: Creating a meeting in Teamleader
See all 6 articles
Invoices
5
Video: Invoicing
Video: Adding an invoice in Teamleader
Video: Invoicing timetracking in Teamleader
Video: Creating a subscription in Teamleader
Video: Creating a credit note in Teamleader
Products
1
Video: Creating a product in Teamleader
Projects
6
Video: Projects
Video: Project planning
Video: Adding a project in Teamleader
Video: Managing a project
Video: Profit
See all 6 articles
Tickets
3
Video: Ticketing
Video: Creating tickets in Teamleader
Video: Timetracking on tickets
Import / Export
1
Video: CRM Import
Document layout / templates
1
Video: Templates
Integrations / Marketplace
1
Video: Integrating Mailchimp with Teamleader
HR
0
Product Manual
CRM
24
FAQ: How do I add a contact in Teamleader?
FAQ: How do I add a company in Teamleader?
How To: How can I merge contacts or companies?
FAQ: What is the difference between contacts and companies?
FAQ: How can I add account managers in Teamleader
See all 24 articles
Deals
26
FAQ: How do I add a deal?
FAQ: Can I copy a deal in Teamleader?
FAQ: Which deals do I see on my contact page?
FAQ: Can I change my deal templates in Teamleader?
FAQ: Can I display multiple options on my quotation?
See all 26 articles
Dashboard & Agenda
18
FAQ: What do I see on my dashboard?
FAQ: What tasks, calls and meetings are displayed on the agenda?
FAQ: How do I add a task in Teamleader?
FAQ: How do I create a recurring task in Teamleader?
FAQ: How can I see which tasks I have created for my colleagues?
See all 18 articles
Timetracking
8
How To: Timetracking in Teamleader
How To: Track time with Teamleader's Time Tracker functionality
FAQ: Can I track time for another Teamleader user?
FAQ: Can I track time on a task, call or meeting which hasn't been scheduled yet?
How To: Setting different types of hourly rates
See all 8 articles
Invoices
39
How To: How can I edit my invoice?
FAQ: How do I create a credit note?
How To: Creating advance invoices in Teamleader
How To: How can I change the payment terms of my invoices?
FAQ: How do I add a PO number to an invoice?
See all 39 articles
Products
13
FAQ: How can I add a long description to a product?
FAQ: How can I delete several products at once?
How To: Stock management in Teamleader
FAQ: When are products added to or removed from my stock?
FAQ: How can I check how many products I have sold in a certain period?
See all 13 articles
Projects
21
FAQ: How can I convert a deal into a project?
FAQ: What are the different rights in a project?
FAQ: How can I make milestones mutually dependent?
How To: Managing external costs of a project
FAQ: What do the colors under project progress stand for?
See all 21 articles
Tickets
13
How To: Using the Ticketing module in Teamleader
FAQ: How do I forward emails to the Ticketing module in Teamleader?
How To: 3 ways to create a ticket
How To: Adding templates to the ticketing module in Teamleader
How To: Setting up autoreplies in the ticketing module in Teamleader
See all 13 articles
Settings
22
How To: Upload general terms and conditions
How To: Setting an own domain name when sending email in Teamleader
How To: Setting a signature for outgoing emails
FAQ: How can I edit the font of my signature for outgoing emails?
FAQ: Can I work with different departments?
See all 22 articles
HR
24
How To: Adding new employees to your Teamleader account
FAQ: What does limited CRM access stand for?
FAQ: What does limited deal access mean?
FAQ: Can I combine limited CRM access with limited deal access?
FAQ: How can my colleague get access to API & Webhooks (API v1)?
See all 24 articles
Stats
4
FAQ: What information do the deal stats provide?
FAQ: What information do the ticket stats provide?
FAQ: Adding probability to your deals and checking the closing ratio
How To: Adding Targets
Import/Export
20
How To: Importing contacts and companies to Teamleader
FAQ: What values are allowed for importing contacts or companies?
FAQ: What does my import file for contacts or companies need to look like?
FAQ: How do I edit my file for importing contacts and companies?
FAQ: Can I also import the related company when importing contacts into Teamleader?
See all 20 articles
Templates/Document Layout
13
Welcome to our Template Gallery
How To: Customizing your templates in Teamleader
FAQ: Templates - tips and tricks
FAQ: Can I use my own font in the layout of my documents?
How To: How can I edit the CSS of my templates?
See all 13 articles
Teamleader App
6
FAQ: What can the Teamleader app do?
FAQ: How do I scan a business card in Teamleader?
How To: Managing invoices on the Teamleader app
How To: Managing contacts and companies on the app
How To: Timetracking via the Teamleader app
See all 6 articles
Work orders
3
How To: From work order to invoice
How To: Invoice a work order out of a project
FAQ: What are the improvements of our new work order functionality?
General
1
How To: The global search in Teamleader
Integrations/Marketplace
General information
2
How To: How do I add an integration to my Teamleader account?
The Teamleader Marketplace: What is in it for you?
Bookkeeping
17
FAQ: What are the available bookkeeping integrations in Teamleader per country?
FAQ: Can I link multiple departments from my Teamleader account with my bookkeeping tool?
How To: How do I prepare my bookkeeping integration (Exact Online, Octopus, Yuki or Twinfield) and Teamleader account for connection?
How To: Connecting Exact Online to Teamleader
How To: Deleting invoices or credit notes that are already synced with Exact Online
See all 17 articles
Calendar
7
How To: Integrate calendars with Teamleader
How To: Integrate Google Calendar with Teamleader
How To: integrate iCloud with Teamleader
How To: integrating Microsoft Exchange or Office 365 with Teamleader
FAQ: What server do I need to fill in to link Office 365/Exchange agenda?
See all 7 articles
Contacts Sync
4
How To: Syncing contacts from Teamleader to Google Contacts
FAQ: How can I export my Teamleader contacts to Outlook?
How To: Contact sync via Piesync
How To: Contact sync: Piesync vs Zapier
Email marketing
5
FAQ: How can I send mails to a target group?
How To: Sending email campaigns with MailChimp in Teamleader
FAQ: Can I export custom fields to Mailchimp?
How To: Sending email campaign with Campaign Monitor in Teamleader
FAQ: Can I export custom fields to Campaign Monitor?
Email tracking
4
How To: Tracking emails to Teamleader
How To: Using the Chrome plug-in for Teamleader email tracking
How To: How do I install the Outlook email add-in?
How To: How do I install the Outlook email plug-in?
Export
0
File management
1
How To: How do I link Dropbox to Teamleader
Financial data
0
Insights
1
How To: Advanced reporting with Teamleader and Cumul.io
Payment
1
How To: Setting invoices to paid with Ponto
Social
1
How To: Using the LinkedIn plug-in in Teamleader
Time tracking
0
VoIP
5
How To: Voice over IP by Twilio
FAQ: Can I receive incoming VoIP calls on my mobile phone?
FAQ: How many co-workers can use my VoIP number at the same time?
How To: Use your own phone number via Twilio
FAQ: How does the VoIP integration between Duocom and Teamleader work
Web2Lead
8
How To: Link an online form to Teamleader (Web2Lead integrations)
How To: Create Web2Lead forms with Formstack
How To: Create Web2Lead forms with Wufoo
How To: Create Web2Lead forms with Unbounce
How To: Create Web2Lead forms with Jotform
See all 8 articles
Zapier
3
How To: Integrate Teamleader with Zapier
How To: Link your online form to Teamleader via Zapier
How To: Identify custom fields in Zapier
Troubleshooting
CRM
1
FAQ: How to deal with the fusion of certain municipalities in Flanders?
Dashboard & Agenda
4
FAQ: Why can't I see the agenda of my colleagues?
FAQ: Why do I only see grey blocks in the agenda of my colleague?
FAQ: Why can't I execute bulk actions on tasks and calls?
FAQ: Why is there no default work type when adding a task?
Deals
2
FAQ: Why can't I see my uploaded layout in my quotation/invoice?
FAQ: Why is my signature so big on quotations?
Timetracking
1
FAQ: Why do I not see any timetracking details on my invoice?
Settings
2
FAQ: Why can't I see the export button?
FAQ: Why is my IP address blocked in Teamleader?
HR
1
FAQ: How can the error 'The time order is incorrect' be solved?
Templates
0
Import
1
FAQ: What happens if I have contacts or companies with the same name in my import file?
Bookkeeping
2
FAQ: What do I do with the error message "booking number already exists" from Exact Online?
How To: Troubleshooting Octopus
Email marketing
2
FAQ: Why is the number of my contacts in Teamleader not the same as in MailChimp?
FAQ: Why is the number of my contacts in Teamleader not the same as in Campaign Monitor?
VoIP
1
How To: Troubleshooting Twilio
Teamleader for ....
Teamleader for Managers
1
Teamleader for Managers
Teamleader for Sales
1
Teamleader for Sales
Teamleader for Construction, Manufacturing or Installation
1
Teamleader for Construction, Manufacturing or Installation
Teamleader for Creative Agencies
1
Teamleader for Creative Agencies
Teamleader for New Users
1
Teamleader for New Users
Teamleader for Project Managers
1
Teamleader for Project Managers
Teamleader for Administrative Users
1
Teamleader for Administrative Users
Teamleader for Customer Service
1
Teamleader for Customer Service
Teamleader for Legal/Financial consultancies
1
Teamleader for Legal/Financial consultancies
Teamleader for Real Estate Agents
1
Teamleader for Real Estate Agents
Teamleader for Marketeers
1
Teamleader for Marketeers
Teamleader for Trade Fairs
1
Teamleader for Trade Fairs
Teamleader Billing & Payments
Teamleader Billing & Invoicing
11
FAQ: What is the difference between users and seats?
FAQ: How can I change my credit card or bank information in Teamleader?
How To: How can I change my billing info?
FAQ: Which payment methods does Teamleader accept?
FAQ: Where can I find my Teamleader invoices?
See all 11 articles
Teamleader Licence
Teamleader Licence
7
FAQ: How can I adapt/upgrade my Teamleader subscription?
How To: How do I buy a new seat for my Teamleader account?
How To: How can I add a new module to my Teamleader account?
FAQ: What can I do with the credits in my Teamleader wallet?
FAQ: How can I deactivate a module in Teamleader?
See all 7 articles
Miscellaneous
General information
8
FAQ: How do I subscribe to the status page?
How To: How do I recommend Teamleader to someone?
FAQ: Where and how is data stored?
FAQ: Are there limits per module?
How To: Switching between multiple Teamleader accounts in Google Chrome
See all 8 articles
Partner program
4
FAQ: What is the difference between referrals and partners?
How To: How do I become a certified Teamleader partner?
FAQ: What can partners expect from Teamleader?
FAQ: What is expected of me as a Teamleader Partner?
Applying at Teamleader
2
FAQ: Which vacancies are available at Teamleader?
FAQ: How can I apply for a job at Teamleader?
GDPR
GDPR in general
5
FAQ: What is GDPR?
FAQ: Is there guidance around GDPR?
FAQ: What are the different roles of parties in GDPR?
FAQ: What is personal data?
FAQ: What emails can still be sent out under GDPR?
Teamleader and GDPR
13
FAQ: Can you sign our DPA/the DPA of a customer?
FAQ: Where can I ask questions about Teamleader's DPA?
FAQ: Is Teamleader GDPR ready?
FAQ: Why do I need to sign a DPA with Teamleader?
FAQ: What changes under GDPR for me as a client?
See all 13 articles
Developers' corner
Building an integration
9
FAQ: Can I build a custom integration with Teamleader?
FAQ: What is API in Teamleader?
FAQ: What are webhooks in Teamleader?
FAQ: Can Teamleader build a custom integration for me?
How To: How do I publish my integration on the Teamleader Marketplace?
See all 9 articles
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