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 ...
Mon, 11 Jun, 2018 at 12:03 PM
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...
Mon, 11 Jun, 2018 at 11:12 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 ...
Mon, 11 Jun, 2018 at 11:37 AM
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. ...
Fri, 8 Jun, 2018 at 5:22 PM
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, 7 Jun, 2018 at 12:58 PM
Teamleader provides a standard selection of VAT rates, but it may be possible that you need to add additional rates. Navigate to "Settings"...
Mon, 11 Jun, 2018 at 11:55 AM
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 ...
Mon, 11 Jun, 2018 at 11:08 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 ...
Mon, 11 Jun, 2018 at 11:30 AM
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
In our never ending quest for ways to work smarter, we developed Cloudsign, a platform to send online quotations and get your customer to accept them. ...
Mon, 11 Jun, 2018 at 11:02 AM
