CRM 21

• 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

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Deals 19

• FAQ: How do I add a deal?
• FAQ: Can I copy a deal in Teamleader?
• FAQ: Can I change my deal templates in Teamleader?
• FAQ: Can I display multiple options on my quotation?
• How To: Adding pictures to quotations

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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?

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Timetracking 7

• How To: Tracking time in Teamleader
• FAQ: Can I track time for another Teamleader user?
• FAQ: Can I track time on a task, call or meeting which hasn't been planned in yet?
• How To: Setting different types of hourly rates
• How To: Invoicing timetracking in Teamleader

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Invoices 32

• How To: Creating a subscription in Teamleader
• FAQ: Can I combine invoices of different subscriptions for one client?
• How To: Direct debit in Teamleader
• How To: Creating advance invoices in Teamleader
• FAQ: How do I create a credit note?

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Products 11

• How To: Stock management in Teamleader
• FAQ: When are products added to or removed from my stock?
• FAQ: How can I add a long description to a product?
• FAQ: How can I add units to my products?
• How To: How can I add/hide the ID of my products on quotations, invoices, etc.?

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Projects 17

• 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?

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Tickets 10

• How To: Using the Ticketing module in Teamleader
• FAQ: How do I forward emails to the Ticketing module in Teamleader?
• How To: 4 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

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Settings 18

• 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?

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HR 20

• How To: Adding new employees to your Teamleader account
• FAQ: What does limited CRM access stand for?
• FAQ: Which deals do I see if I have limited deal access?
• FAQ: Can I combine limited CRM access with limited deal access?
• FAQ: How can my colleague get access to API & Webhooks?

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Stats 4

• FAQ: What information do the deal stats provide?
• FAQ: Adding probability to your deals and checking the closing ratio
• FAQ: What information do the ticket stats provide?
• How To: Adding Targets

Import/Export 18

• How to: Importing contacts and companies to Teamleader
• FAQ: What values are allowed for importing contacts or companies?
• FAQ: How 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?

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Templates/Document Layout 13

• 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?
• How To: Using custom fields on 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