Are you a new Teamleader user? Once you've mastered Teamleader, it's crucial to get the rest of the team on board. Only then you will get the most out of the tool. Send this article to every new user to make sure they can get started as soon as possible.


The basic settings


Personal settings

After logging in for the first time, you can set up your personal settings. Go to the user icon in the upper right-hand corner and click on your name. Here you can add a picture, select your language, create a signature, activate MFA and choose if you want to receive notifications via email.


Link your calendar

Never want to forget appointments anymore? Then link your external calendar to Teamleader!


Link and track your emails

Track your incoming and outgoing email directly with the right contact or company by linking your email to Teamleader.


Mobile app

With our mobile app, you'll always have your customer details in your pocket, wherever you go. Manage contacts, register calls, schedule tasks and meetings.



Tips and tricks 


Avoid ambiguities

Digitalisation brings about change and questions. It is important to communicate the purpose and added value of digitalisation to your team. Organize a team meeting, make sure that the questions of your team are resolved and that all ambiguities are removed.


Make it easy on your team and yourself

During your daily tasks you don't want to be teaching all the time and your team doesn't want to feel like a student all the time. Make your team aware of the resources Teamleader has. We advise you to use our knowledge base full of interesting articles and instructive videos, and to use the support channel (here you can ask short questions).

 

Give your team a demonstration

The power of Teamleader is only really evident when the total picture is known to the user. Identify the most important Teamleader workflows for your organization and demonstrate this to your team.

Do a regular check

Within Teamleader we strive for continuous improvement of our product. This brings about change. Therefore, please check regularly whether there are any open questions in your team regarding Teamleader.


Our team is there for your team

The Teamleader team is always there for you and your team. Are there any questions you or your team can't answer? Don't hesitate to contact our support or customer success department. 


That's all, now the whole team can work smarter through Teamleader. Can you use some more explanation? Then be sure to check out our Getting Started articles.