Product Manual

Dashboard & Agenda

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 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: 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
FAQ: What does an orange star in the agenda stand for?
If there is an orange star above a weekday in the agenda, it means that there is something planned for the whole day in the personal agenda. This is on...
Mon, 6 Jan, 2020 at 4:30 PM
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