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 ...
Tue, 12 May, 2020 at 10:15 AM
Did you meet some new leads and are you ready for the next step? Let's start creating some quotations. To create a quotation, follow the next steps:...
Fri, 5 Feb, 2021 at 1:03 PM
After you’ve added your first deal(s) to Teamleader you’ll want to know which information you can find on the deal page. This article will zoom in on tha...
Wed, 7 Oct, 2020 at 2:19 PM
When you want to create a deal for a contact that is linked to a company, there are basically 3 different scenarios in regard to which deals will be di...
Tue, 16 Jun, 2020 at 1:53 PM
When you add or edit a deal, you'll see a field for the 'close date': This basically means you can indicate what date you expect...
Tue, 3 Mar, 2020 at 10:56 AM
The forecast page of your deals in Teamleader helps you follow up on your sales opportunities even more quickly and efficiently than before. In one overv...
Tue, 10 Mar, 2020 at 10:49 AM
If you often create similar quotations, then you can copy these in Teamleader starting from an existing quotation or you can choose an existing quotati...
Tue, 12 Jan, 2021 at 12:51 PM
If you frequently use the same quotation over and over again then you can create a model for it and save the quotation as a template: Go to your deal...
Thu, 14 Jan, 2021 at 9:47 AM
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 ...
Wed, 17 Feb, 2021 at 12:46 PM
When creating a quotation in Teamleader, you’ll be able to give it a different name than the default Teamleader naming of the word ‘Quotation’ + the deal...
Fri, 15 Jan, 2021 at 10:33 AM
