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 27

• FAQ: How do I add a deal?
• FAQ: Which deals do I see on my contact page?
• How To: Adding a close date to your deals
• FAQ: Can I copy a deal in Teamleader?
• FAQ: Can I change my deal templates in Teamleader?

See all 27 articles

Dashboard & Agenda 19

• 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

See all 19 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 22

• 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: Invoice a project in Teamleader
• How To: Managing external costs of a project

See all 22 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

See all 13 articles

Settings 20

• 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?
• How To: Personalizing Teamleader’s cloud platforms

See all 20 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 19

• 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?

See all 19 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