FAQ: Do I have to add the company address with contacts in Teamleader?
You might wonder if you need to repeat the company address with the related contacts. However, this is not needed. We collected a few instances where t...
Fri, 6 Jul, 2018 at 3:12 PM
FAQ: How can I unlink a related contact from a company?
Did your contact stop working for a certain company? You can unlink the contact very easily. To do so, go to Companies > open the company > scrol...
Fri, 29 Jun, 2018 at 1:50 PM
FAQ: Why are some companies/contacts in my Teamleader in bold with an asterisk in front of them?
In the overview, newly added companies or contacts are always in bold with an asterisk in front of it. For the first 24 hours, that is how Teamleader i...
Fri, 6 Jul, 2018 at 2:39 PM
How To: Updating Contacts and Companies in Bulk
It may happen that you need to update a custom field or another value in your CRM system for more than one contact or company. To do so in bulk, we rec...
Wed, 25 Jul, 2018 at 10:08 AM
FAQ: How can I delete more than one contact or company in one go?
In order to delete several contacts or companies in one go, you first need to create a segment on CRM level that includes all those contacts or compani...
Mon, 8 Oct, 2018 at 3:18 PM
How To: Creating a segment in Teamleader
You just became a victim of your own success: your Teamleader database is packed with data from customers and other companies. While we’re happy you...
Wed, 7 Nov, 2018 at 9:39 AM
How To: Adjusting a segment in Teamleader
Navigate to, for example, “Contacts” or “Companies” Select the segment that you want to adjust in the drop down menu Click on the pencil next to the...
Thu, 13 Sep, 2018 at 4:23 PM
How To: Deleting a segment in Teamleader
Navigate, for example, to “Contacts” or “Companies” Select the segment that you want to adjust in the dropdown menu Click on the trashbin next to th...
Thu, 13 Sep, 2018 at 4:22 PM
How to: Using tags in Teamleader
A tag is a nifty way to add a certain characteristic to contacts or companies. Doing this allows you to easily divide them into categories: when creati...
Mon, 24 Sep, 2018 at 9:31 AM
FAQ: What is the difference between the NIF field and the NIF-IVA field?
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Fri, 9 Mar, 2018 at 5:23 PM
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