After you’ve added your first deal(s) to Teamleader you’ll want to know which information you can find on the deal page. This article will zoom in on that page, as well as on where exactly you can find an overview of the deals you created per customer.
Deal overview per customer
You’ll find the deals you created in the menu ‘Deals’ on the left-hand side in Teamleader, but when you’re looking for an overview of your deals per customer we suggest you navigate to your contact/company page. There you’ll find the following overview:
The total deal amount of your deals for this customer will be shown in the column ‘all’, as well as the number of deals and the deal amount per status (open, won, lost). You can easily filter on this status by clicking on it. Per deal you can find the following columns:
The title of the deal
The phase the deal is currently in
The deal amount
- You can easily add deals for this customer by clicking on the plus icon in the top right-hand corner.
- This list view will show up to 10 deals but you can click through to the other deals using the pagination below:
The deal page
If you want to know more about your deal in detail, just click on it via the overview on your customer’s page or via your general deals menu. This brings you to the deal page.
At first glance, you’ll find the status of your deal in the top right-hand corner: open, lost or won. Here you can quickly change the status by clicking on one of the buttons. Deleting the deal is also possible by clicking on the trash bin marked in red.
The details in the top left-hand corner show you the following information on your deal:
More information on the linked customer:
Company and/or contact information
Custom fields on deal level
On the right-hand side of the page you’ll find your deal timeline with your phases. Only the name of the phase your deal is currently in will be displayed. It’s possible to add follow-up actions on your deals, which you can read about here. You can change your deal phase by:
Clicking on one of the dots in your timeline; hovering over a dot will show you the name of the phase
Clicking on Change phase
Follow-up on your deal
Below your deal phases you’ll find the follow-up on your deal. By clicking on the Actions button you can add several items like a quotation, an invoice, a subscription, a project, an order confirmation, an order, a delivery note.
Some of these items are only available in our Move or Boost package. Check this page to find out more.
You can only create an invoice or an order for the deal when the deal is accepted.
You can only create an order confirmation, delivery note or subscription for the deal if there’s already a quotation linked to the deal.
Click on one of the action buttons to easily add a meeting, call or task to your deal.
- If the (due) date of a meeting, call or task has passed then the items will disappear from this overview; only open items today or in the future will show up
- Finished tasks, calls or meetings won't be visible anymore and will be displayed in the 'History' of the deal.
- Tasks you didn't schedule yet will be visible below the label 'Unscheduled'.
Clicking the pencil next to ‘Remarks’ allows you to give some more (internal) information on this deal. Bear in mind that there is no shortcode for this field so you can’t use these remarks on a quotation for example.
Here you’ll find an overview of the files attached to your deal (quotation, order confirmation, delivery note, general attachments,...). You can easily drag and drop a file there to add it, or click on upload a file or the plus button.
Below the follow-up on your deal, you’ll find the history of your deal with all activities related to it. Click on + Add note to add a note to your deal and use the @-symbol to tag a colleague in your note.