Getting started: What is a CRM?
At Teamleader, we aim to make your life as easy as possible. But noblesse oblige: sometimes, we feel the need to use big words and abbreviations. Take CRM...
Thu, 28 Jun, 2018 at 12:22 PM
Getting started: What do you want to get out of your CRM in Teamleader?
What is the main goal of having everything documented in Teamleader? How do you want to fill your CRM? Would you like to use CRM software to store all...
Thu, 28 Jun, 2018 at 12:28 PM
Getting started: How do you want to structure your CRM?
How do you want to retrieve/search information? Who should be able to retrieve which data? Where and how do you save your information? What can you ...
Thu, 28 Jun, 2018 at 12:34 PM
Getting started: How do you want to use your CRM to contact your (potential) clients?
How do (potential) clients seek contact? How should they be added? How do you get in touch with them? If many potential customers reach out to you...
Thu, 28 Jun, 2018 at 12:37 PM
Integrations/Marketplace

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