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
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...
Tue, 26 May, 2020 at 3:23 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
You cannot copy a deal but you can save the quotation as a template: Go to your deal page. Go to the section 'Follow up on your deal'. Cl...
Thu, 28 May, 2020 at 8:59 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 ...
Thu, 28 May, 2020 at 9:00 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...
Thu, 28 May, 2020 at 9:01 AM
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, 5 Aug, 2019 at 5:02 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...
Tue, 16 Jun, 2020 at 3:10 PM
