How To: Export list of companies and linked contact person(s)
Interested in a list of your companies together with their linked contact persons? Teamleader has the solution for you:     1. Create a segment in ...
Mon, 10 Aug, 2020 at 10:59 AM
FAQ: Do I have to add the company address to contacts in Teamleader?
You might wonder if you need to repeat the company address for the related contacts. However, this is not needed. We collected a few instances where th...
Mon, 9 Mar, 2020 at 3:38 PM
How To: Visualize your contacts or companies in Google Maps
In Teamleader you can collect all kinds of information about your clients, including their address. Wouldn't it be nice if you could visualize your ...
Thu, 14 May, 2020 at 11:26 AM
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...
Mon, 21 Oct, 2019 at 2:16 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...
Mon, 9 Mar, 2020 at 3:35 PM
How To: Deactivating customers in Teamleader
Does your customer struggle to pay your invoices, did their company run out of business or did you simply end the collaboration with him or her? Then y...
Wed, 24 Jun, 2020 at 11:04 AM
FAQ: How can I delete more than one contact or company in one go?
In Teamleader you can delete several contacts or companies in one go.  IMPORTANT: you need admin rights in Teamleader in order to delete contacts o...
Wed, 24 Jun, 2020 at 12:04 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...
Mon, 21 Oct, 2019 at 3:53 PM
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
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