FAQ: How do I add a contact in Teamleader?
Everything in Teamleader starts with your CRM. Moving forward, all deals, meetings, tasks, calls, projects, tickets etc. will be linked to a specific c...
Thu, 7 Jun, 2018 at 12:16 PM
FAQ: How do I add a company in Teamleader?
Everything in Teamleader starts with your CRM. Moving forward, all deals, meetings, tasks, calls, projects, tickets etc. will be linked to a specific c...
Thu, 7 Jun, 2018 at 12:34 PM
How to: How can I merge contacts or companies?
In case you accidentally created a contact or a company twice, you always have the possibility to merge two contacts or companies. Note: You cannot...
Fri, 6 Apr, 2018 at 3:33 PM
FAQ: What is the difference between contacts and companies?
There’s a difference between individual contacts and companies, as you can have different contacts in the same company. We recommend to use the contact...
Thu, 31 May, 2018 at 4:47 PM
FAQ: How can I add Account Managers in Teamleader
In Teamleader, you can add account managers or assign a responsible colleague in different ways. Account managers can help you define responsibilities,...
Thu, 7 Jun, 2018 at 12:07 PM
FAQ: How can I add a second email address to a contact or company?
Teamleader has the option to add one email address for every contact and company by default. But what if you have a contact that works for two companies and...
Wed, 20 Dec, 2017 at 8:58 AM
FAQ: How can I add new contact functions in Teamleader?
Do you have several contacts in your CRM with functions that don’t exist in your Teamleader account yet? In this article you can read how you can add e...
Thu, 29 Mar, 2018 at 4:43 PM
FAQ: How can I link a contact to a company?
We advise you to first create the contact in the Contacts module. Afterwards you can click on the arrow next to ‘Contact information’ and choose ‘Link ...
Tue, 22 May, 2018 at 2:48 PM
FAQ: How can I change the function of a linked contact in Teamleader?
Did you make a mistake assigning a certain function to a contact in Teamleader, or did one of your contacts change his or her position within the compa...
Thu, 7 Jun, 2018 at 12:20 PM
FAQ: What does the star next to a contact mean?
When you navigate to Companies > Related contacts, you'll see a star icon next to your contact's name. When this star is ticked, thi...
Thu, 7 Jun, 2018 at 12:55 PM
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