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Getting Started
Becoming a customer
4
Getting started: How can I start a trial?
Getting started: How can I upgrade my trial version to a paying account?
Getting started: How can I empty my (trial) account?
Need personal assistance?
Onboarding your colleagues
1
Getting started: How can I let my team get started with Teamleader?
CRM
4
Getting started: What is a CRM?
Getting started: What do you want to get out of your CRM in Teamleader?
Getting started: How do you want to structure your CRM?
Getting started: How do you want to use your CRM to contact your (potential) clients?
Deals
6
Getting started: What is a deal?
Getting started: How do you want to structure and follow up on your deals?
Getting started: How do you want to manage your deals?
Getting started: Deal overviews
Getting started: What should your quotation look like?
See all 6 articles
Dashboard & Agenda
3
Getting started: What is the idea behind the calendar in Teamleader?
Getting started: How do you want to structure your calendar?
Getting started: How do you want to manage your calendar?
Timetracking
4
Getting started: What is the idea behind timetracking in Teamleader?
Getting started: How can you track time?
Getting started: How can you invoice tracked time?
Getting started: How can you obtain reports on tracked time?
Invoices
3
Getting started: What are the different ways to create an invoice?
Getting started: How do you want to manage your invoices?
Getting started: What should your invoice look like?
Products
2
Getting started: What is the idea behind products in Teamleader?
Getting started: How can you use your products on your quotation, invoice etc.?
Projects
5
Getting started: What is the idea behind a project in Teamleader?
Getting started: How can you structure a project?
Getting started: How can you manage a project?
Getting started: How can you add work and external costs to a project?
Getting started: Invoicing preferences for projects
Tickets
3
Getting started: What is a ticket in Teamleader?
Getting started: How can you get started with ticketing?
Getting started: What reporting can you get of tickets?
HR
2
Getting started: How can you collaborate smarter in Teamleader?
Getting started: How can you get an overview of who is working when on what?
Imports
1
Getting started: What data can I import into Teamleader?
Integrations
1
Getting started: Integrations
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