
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...

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.

HR
Videos around the HR module such as holiday planning, etc.