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...
Fri, 11 Oct, 2019 at 2:45 PM
FAQ: No autofill of company data after entering VAT or KVK number, what now?
To make your life easier, the VAT (Europe) or KVK (the Netherlands) number can be filled out to activate an autofill of company details. As you are rea...
Mon, 22 Jul, 2019 at 2:53 PM
FAQ: Can I add a national identification number (SIRET, Codice Fiscale, NIF, EAN) to Teamleader?
Some European countries have specific business numbers besides the acknowledged European VAT number. We've provided the fields below for companies...
Thu, 27 Feb, 2020 at 2:10 PM
FAQ: What is the difference between the NIF field and the NIF-IVA field?
This article is only available in Spanish.
Fri, 24 Jul, 2020 at 10:24 AM
FAQ: What file extensions can I upload in Teamleader?
In Teamleader you can upload your own documents/files, besides creating your own ones (quotations, invoices...). To do so: Go to the page of a com...
Mon, 2 Dec, 2019 at 8:48 AM
FAQ: What does the checkbox 'Opt-in marketing mails' mean?
On your contact/company page you can see a checkbox called 'opt-in marketing mails'. This checkbox is visible in Teamleader even when you don...
Thu, 11 Jul, 2019 at 1:18 PM

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