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 assignee

  • The phase the deal is currently in

  • The deal amount

  • The status

    • By clicking on open deals you’ll find the close date

    • By clicking on won deals you’ll find the date on which the deal was won

    • By clicking on lost deals you’ll find the lost date and the loss reason


Notes:

  • 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.


Status

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.


Details

The details in the top left-hand corner show you the following information on your deal:


Deal phases

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:

  1. Clicking on one of the dots in your timeline; hovering over a dot will show you the name of the phase

  2. 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.

Notes:

  • 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.


Remarks

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.


Files

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.


History

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.