The best way to keep track of your sales opportunities in Teamleader, is to add deals. In this article, you will learn about the different ways to add the...
Thu, 12 Apr, 2018 at 10:15 AM
You cannot copy a deal but you can save the deal as a template:
Click on the 'Actions' button above the deal.
Select the option 'Save q...
Thu, 16 Nov, 2017 at 3:40 PM
Need to make some adjustments to the content of your deal templates? Just go to Settings > Deals, and click the pencil next to the template you want...
Thu, 16 Nov, 2017 at 3:41 PM
It is only possible to add one quotation per deal in Teamleader, but you can offer multiple options to your client by following the next steps: 1. E...
Tue, 23 Jan, 2018 at 10:33 AM
We all sometimes allocate a discount with regard to a quotation or an invoice. It might be an early booking discount for quick deciders, or a reluctant ...
Thu, 18 Jan, 2018 at 3:31 PM
Teamleader provides a standard selection of VAT rates, but it may be possible that you need to add additional rates.
Navigate to "Settings"...
Fri, 22 Dec, 2017 at 1:36 PM
In Teamleader you can link one quotation to one deal. Does your client ask for another offer regarding a different service/product? The best thing to d...
Wed, 22 Nov, 2017 at 10:38 AM
Whenever you edit a quotation/an invoice, you can still access its previous versions. There are two possibilities to get an overview of the latter: You c...
Thu, 16 Nov, 2017 at 3:40 PM
There’s money to be found in ecologics. And everybody knows: paperless is the future. Teamleader is aware of this and accommodates this in some easy-to-...
Wed, 16 Aug, 2017 at 9:27 AM
The answer to this question is quite simple: you can’t. However, there are a few options when it comes to modifying the numbering of deals in Teamleader...
Mon, 29 Jan, 2018 at 11:59 AM
