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