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, 8 Oct, 2018 at 4:18 PM
You cannot copy a deal but you can save the quotation as a template: Click on the 'Actions' button above the deal. Select the option '...
Mon, 17 Sep, 2018 at 11:08 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 ...
Fri, 14 Sep, 2018 at 10:53 AM
It is only possible to add one quotation per deal in Teamleader, but you can offer multiple options to your client by editing your quotation layout. We...
Mon, 15 Apr, 2019 at 6:01 PM
There are different ways to add a picture to your quotation, depending on what you are searching for. Adding a picture of an article Adding a genera...
Mon, 15 Apr, 2019 at 5:45 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...
Fri, 22 Feb, 2019 at 1:12 PM
Profit margin for deals is not a standard feature. If you want to have this feature enabled, just send a message to our support team. What? This f...
Fri, 22 Feb, 2019 at 1:18 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, 18 Mar, 2019 at 11:21 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: Y...
Fri, 14 Sep, 2018 at 10:52 AM
