Following up on potential customers? You can use Teamleader's deal module for that. To keep things nice and simple: a deal basically shows the steps that need to be taken to convert an incoming lead into a client. Creating and sending a quotation for example, is one of the steps that you'll need to take to convert a lead into a paying customer.

To read the next part, click the following link: Getting started: How do you want to structure and follow-up your deals?

Not fully comfortable with our tool yet? No worries, we are happy to invite you to one of our online trainings. Click through to our support page and scroll down to our Teamleader Academy to take part in an online group session.