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?