General introduction

CRM

Find out how to fill and structure your CRM, how to add additional information via tags and custom fields and many more tips an...

Deals

Find out how to set up the deal settings, how to create a deal and a quotation and much more on the different possibilities wit...

Planning & Timetracking

Find out how your dashboard, your planning and your timesheets are structured as well as how to add, finish and invoice tasks, ...

Invoices

Learn more about the different invoicing possibilities, how to create and send an invoice, a credit note and a subscription, ho...

Products

Find out how you can easily add a product to Teamleader and more.

Projects

Find out how to create, manage and invoice a project, how to add, fill and close milestones, how to add colleagues and third pa...

Tickets

Find out how to set up your ticketing module, how to structure your communication via tickets and how to create, segment and tr...

Import/ Export

Find out how you can easily fill your CRM by importing your contacts and companies.

Document layout/ templates

Find out how you can set up your templates according to your own house style.

Integrations/Marketplace

Find out more about some of our integrations on the Marketplace.