New to Teamleader and not really sure where to begin? This quick start guide will get you up and running in no time. If you want more detailed guidelines, check out our Getting Started articles.

1. Your personal settings

Go to the icon or your picture in the top right corner and click on your name. Here, you can add a picture, select your preferred language, create a signature and decide if you want to receive notification mails or activate MFA.


2. Completing your company info

Go to Settings > Company information and click on the pencil next to your department to complete your company info, upload your logo and your terms and conditions. This is important when you start sending quotations, invoices or other documents, as your company details will be filled in automatically.


3. Adding colleagues

Go to Settings > HR to add accounts for your colleagues and manage their access rights.


4. Importing your existing data

Think about how you want to structure your CRM using tags and custom fields, and import your existing contacts and companies. It is also possible to import existing products, deals, projects, invoices and timetracking, but think about which information is really worth keeping first.


5. Sending mails from Teamleader

6. Implementing your house style

Adapt your templates so you can send documents to your clients in your own style.

7. Integrating Teamleader with your favourite tools

Integrate your agenda and track your mails. Check out our Marketplace to see all our possible integrations.

8. Learning to work with Teamleader

Check out our webinars or subscribe for our online group trainings and get to know Teamleader inside out.


That’s it, now you are all set to start working smarter!