How To: Insights
Insights are a nice way to have a quick look at how your business is doing. In this article, you'll learn more about insights in Teamleader. Buckl...
Thu, 27 Aug, 2020 at 2:56 PM
FAQ: What information do the deal stats provide?
At Teamleader, we want to help you get the most out of every deal you make. This is where the deal stats come in. Just go to 'Insights' in yo...
Mon, 13 Jul, 2020 at 4:36 PM
FAQ: Adding probability to your deals and checking the closing ratio
Adding the probability rate to your deals You will see a field called 'Probability (%)' appear when you create a deal or edit an existing...
Tue, 19 May, 2020 at 10:41 AM
How To: Insights on invoices
In this article we want to tell you something more about the insights on invoices and how the values are calculated exactly. We’ll talk about the calcula...
Mon, 27 Jul, 2020 at 12:20 PM
FAQ: Multi-currency: how are the insights for invoices calculated?
The multi-currency functionality in Teamleader allows you to deal and invoice in a foreign currency, while keeping the overview of your business in you...
Fri, 12 Jun, 2020 at 4:20 PM
FAQ: What information do the ticket stats provide?
The ticketing module is a handy tool that helps you keep an overview of all incoming emails from (potential) clients. Would you like to know how to ...
Fri, 3 Aug, 2018 at 11:54 AM
How To: Adding Targets
In Teamleader, it is possible to set targets on the basis of a number of parameters. Targets can be made for turnover, deals, calls, appointments, tasks ...
Tue, 19 May, 2020 at 10:21 AM

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