Product Manual

Dashboard & Agenda

How To: Travel distance in Teamleader
Although more and more people are organizing online meetings, a lot of companies still visit their leads and customers on site as well. In those cases ...
Wed, 24 Jun, 2020 at 1:23 PM
How To: Set a cost per kilometer and invoice your travel distance
Depending on your type of business, you might want to invoice your travel distance to your customer. In this article you will find out how to set your co...
Wed, 29 Jul, 2020 at 11:50 AM
FAQ: How can I edit the departure address of a meeting?
Before you can edit the departure address of a meeting you'll need to enable a setting first. Go to Settings > Calendar > Preferences > S...
Mon, 10 Feb, 2020 at 10:50 AM
FAQ: What locations can I choose when creating a meeting?
When creating a meeting, you have several options to choose from: Location of a company/contact This will set the link to this company/contact....
Thu, 22 Aug, 2019 at 3:13 PM
FAQ: How can I manage meeting rooms in Teamleader?
Often debating about whether or not you booked that meeting room between 3 and 4? Teamleader will help you out! We offer a meeting room management feat...
Wed, 6 May, 2020 at 10:41 AM
How To: How can I check whether I visited all my clients last year?
You can create a list of all the companies you didn’t visit in the course of the last year by setting up a new segment.  To do so, go to Companies an...
Tue, 2 Apr, 2019 at 12:01 PM
FAQ: How do I add a call in Teamleader?
There are a couple of options to add calls in Teamleader, which are explained below. Don’t feel like reading? Watch this tutorial instead.  To work ev...
Tue, 4 Feb, 2020 at 9:43 AM
How To: Adding call outcomes
Whenever you finish a call, you need to fill in a call outcome to make sure you're on top of your calls and keep track of status of your calls. ...
Fri, 29 Nov, 2019 at 9:49 AM
FAQ: What do the colors in my Teamleader calendar stand for?
Always wondered what the meaning of the colors in your Teamleader calendar is? Simple: Green: a task Blue: a meeting Grey: a personal appointment. ...
Mon, 2 Sep, 2019 at 9:15 AM
FAQ: What do the coloured bars in the calendar stand for?
In the calendar's week view you'll see a bar below each day of the week. This shows your total availability for that day, based on the amount...
Fri, 31 Jan, 2020 at 2:28 PM

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