How To: Upload general terms and conditions
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...
Mon, 16 Mar, 2020 at 1:27 PM
How To: Setting an own domain name when sending email in Teamleader
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...
Tue, 28 Jul, 2020 at 11:37 AM
How To: Multiple company entities in Teamleader
Does your company consist of different entities or departments? Would you like to keep them separated to a certain extent? Or perhaps you own two compa...
Fri, 8 Jan, 2021 at 9:03 AM
FAQ: Can I set a default company entity?
Yes, if you work with multiple company entities in Teamleader, you can set a default company entity.  To do this, follow these steps: Go to Se...
Tue, 28 Jul, 2020 at 11:14 AM
How To: Setting a signature for outgoing emails
Give your email an extra touch with a signature. Keep in mind that this is a general signature for your whole company. So do not include any personal i...
Thu, 11 Feb, 2021 at 4:16 PM
FAQ: How can I edit the font of my signature for outgoing emails?
When you navigate to Settings > Email layout > Signatures for outgoing email, you can set a signature for outgoing emails. You can embed pict...
Thu, 9 Jul, 2020 at 4:03 PM
FAQ: Can I set an automatic time-out/ log-out?
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
How To: Personalizing Teamleader’s cloud platforms
You may want to adapt Cloudsign to your house style. There’re two ways to customize Cloudsign: Background Language Background Navigate to “Setti...
Mon, 11 Mar, 2019 at 8:49 AM
FAQ: How do I change the background of Cloudsign?
You can do this by navigating to Settings > Cloudplatforms. The ideal size of your picture in JPG format is 1920x1080 px.
Mon, 4 Nov, 2019 at 11:35 AM
How To: Creating a custom field in Teamleader
By default, Teamleader offers a variety of fields to enter information on every level: contacts, companies, deals, invoices, projects, tasks, etc. Neve...
Fri, 28 Aug, 2020 at 1:04 PM