CRM 29

• FAQ: How do I add a contact in Teamleader?
• FAQ: How do I add a company in Teamleader?
• FAQ: What is the difference between contacts and companies?
• How To: How can I merge contacts or companies?
• FAQ: How can I add account managers in Teamleader

See all 29 articles

Deals 30

• FAQ: How do I add a deal?
• How To: Deal overview per customer and deal page
• FAQ: Which deals do I see on my contact page?
• How To: Adding a close date to your deals
• How To: The deal forecast in Teamleader

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Dashboard & Agenda 22

• 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?
• How To: Unassigned tasks in Teamleader

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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 41

• How To: How can I edit my invoice?
• How To: Proforma invoices in Teamleader
• 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?

See all 41 articles

Products 14

• 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?

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Projects 23

• FAQ: How can I convert a deal into a project?
• FAQ: What are the different rights in a project?
• FAQ: How can I make phases mutually dependent?
• How To: Work breakdown on projects
• How To: Budget management on projects

See all 23 articles

Tickets 13

• How To: Using tickets in Teamleader
• FAQ: How do I forward emails to the ticketing system in Teamleader?
• How To: 3 ways to create a ticket
• How To: Adding templates to the ticketing system in Teamleader
• How To: Setting up autoreplies in the ticketing system in Teamleader

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Settings 29

• How To: Upload general terms and conditions
• How To: Setting an own domain name when sending email in Teamleader
• How To: Multiple company entities in Teamleader
• FAQ: Can I set a default company entity?
• How To: Setting a signature for outgoing emails

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HR 25

• How To: Adding new employees to your Teamleader account
• FAQ: How can I reinvite my employee to Teamleader?
• 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?

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Insights 7

• How To: Insights
• FAQ: What information do the deal stats provide?
• FAQ: Adding probability to your deals and checking the closing ratio
• How To: Insights on invoices
• FAQ: Multi-currency: how are the insights for invoices calculated?

See all 7 articles

Import/Export 21

• How To: Importing contacts and companies to Teamleader
• FAQ: What values are allowed for importing contacts or companies?
• 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?
• FAQ: How can I undo an import of contacts or companies in Teamleader?

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Templates/Document Layout 14

• 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?

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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 2

• How To: From work order to invoice
• How To: Invoice a work order out of a project

General 6

• FAQ: What browsers does Teamleader support?
• How To: The global search in Teamleader
• FAQ: How can I notify my colleagues via Teamleader?
• FAQ: Adding or removing columns in my list views in Teamleader
• Teamleader tips & tricks in corona times

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