How To: Managing deal phases
When you get started with Deals in Teamleader, you'll automatically have a standard deal funnel as illustrated below. You can find it under '...
Wed, 12 Aug, 2020 at 11:21 AM
FAQ: What is the difference between ‘"Refuse"’ and ‘"Delete"’ a deal?
If you choose to refuse a deal, you actually state that the deal has not gone through for a specific reason.  You can edit those reasons under Settin...
Tue, 29 Oct, 2019 at 2:32 PM
How To: Follow-up actions on deals (deal automation)
Increase the efficiency of your sales process by linking follow-up actions with your deal phases. You'll never forget to plan your next task, meet...
Wed, 3 Jun, 2020 at 9:44 AM
FAQ: Which actions change the latest activity of my deal?
This article shows you which actions have an impact on the ‘latest activity’ of your deal. This date changes when: the deal phase changes this...
Wed, 1 Jul, 2020 at 11:24 AM
FAQ: What do the colors under deal activity stand for?
When you have a look at the overview of all your deals, you might see that there are different colors under the column ‘Activity’. Here you can find ou...
Thu, 9 Jul, 2020 at 9:21 AM
FAQ: Can I create orders, order confirmations and delivery notes out of a deal?
You can create orders, order confirmations and delivery notes from a deal. To be able to do so, however, some criteria have to be met: An admin us...
Fri, 6 Dec, 2019 at 3:44 PM
FAQ: What is the workflow of order confirmations, orders and delivery notes?
First and foremost: these features are not switched on by default. If you would like to work with them, just ask your admin to activate them for your a...
Tue, 16 Jun, 2020 at 3:57 PM
How To: Use purchase price on orders
Do you want to order goods from your supplier and invoice these to your customers afterwards? You can make a distinction between purchase and sale pric...
Tue, 16 Jun, 2020 at 3:44 PM
FAQ: How are the prices calculated/rounded in Teamleader?
When you create a quotation or an invoice, prices will get rounded. In this article, you'll find the rules we use in Teamleader. Every price i...
Mon, 18 Feb, 2019 at 4:27 PM

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