Many companies like to add their general terms and conditions to their invoices and quotations. In Teamleader you can do this automatically, so that y...
Wed, 25 Jul, 2018 at 12:27 PM
Sending an email from within Teamleader is quick and easy, even if it’s only an invoice or a meeting confirmation. All of these emails will be sent fro...
Fri, 27 Jul, 2018 at 2:56 PM
Give your email an extra touch with a signature. Keep in mind that this is a general signature for the whole department. So do not include any personal...
Wed, 25 Jul, 2018 at 11:58 AM
When you navigate to Settings > Email layout > Layout for outgoing email, you can set a signature for outgoing emails. You can embed pictures...
Fri, 27 Jul, 2018 at 2:48 PM
Does your company consist of different departments? Would you like to keep them separated to a certain extent? Or perhaps you own two companies, but yo...
Wed, 25 Jul, 2018 at 3:33 PM
You may want to adapt Cloudsign to your house style. There’re two ways to customize Cloudsign: Background Language Background Navigate to “Setti...
Wed, 25 Jul, 2018 at 12:24 PM
If you tend to forget to logout of your account when you do not use it, it might be useful to set an automatic logout to make sure your data stays safe...
Fri, 27 Jul, 2018 at 2:38 PM
You can do this by navigating to Settings > Cloudplatforms. The ideal size of your picture in JPG format is 1920x1080 px.
Fri, 27 Jul, 2018 at 2:44 PM
By default, Teamleader offers a variety of fields to enter information on every level: contacts, companies, deals, invoices, projects, tasks, etc. Neve...
Wed, 11 Jul, 2018 at 4:45 PM
Are you creating custom fields and have received an error saying: There is a maximum limit of 25 custom fields. Please contact support to increase your...
Wed, 25 Jul, 2018 at 2:01 PM
