Getting started: What is a deal?
Following up on potential customers? You can use Teamleader's deal module for that. To keep things nice and simple: a deal basically shows the ste...
Fri, 11 Oct, 2019 at 2:17 PM
Getting started: How do you want to structure and follow up on your deals?
What are the steps that are normally taken before a lead turns into a client? How do you usually follow up on potential customers? To follow up ...
Thu, 6 Sep, 2018 at 4:57 PM
Getting started: How do you want to manage your deals?
What information do you want to add to your deal? What reporting of your deal is needed? Who should have access to it? The first question is an...
Tue, 12 May, 2020 at 10:28 AM
Getting started: Deal overviews
As you might have noticed, there are two overviews from which you can follow up on your deals: by implementing a pipeline view - next to the existing l...
Wed, 8 Jan, 2020 at 4:16 PM
Getting started: What should your quotation look like?
How do you create it? Which parts should it contain? What should the layout look like? In order to get started with setting up quotations, you ...
Tue, 12 May, 2020 at 10:31 AM
Getting started: How do you want your client to accept the quotation and what are the steps after that?
After having followed up the deal and created the quotation, your lead now only needs to accept it. Piece of cake, we’d say. First, you need to dec...
Tue, 7 Apr, 2020 at 11:53 AM

No success yet? Reach out.

Contact us