How To: Importing contacts and companies to Teamleader
Teamleader offers you several ways of adding contacts and companies to Teamleader but the most efficient way is probably the import of an excel or a cs...
Fri, 21 Feb, 2020 at 3:01 PM
FAQ: What values are allowed for importing contacts or companies?
You want to import your contacts and companies? Great, so let’s first have a look at the excel file in attachment. Creating additional fields All ...
Thu, 28 May, 2020 at 1:28 PM
FAQ: How do I edit my file for importing contacts and companies?
Before you get started on doing an import, you should definitely check the allowed values per import value. Here we will explain you how you can fix co...
Fri, 9 Nov, 2018 at 11:51 AM
FAQ: Can I also import the related company when importing contacts into Teamleader?
Yes, when importing contacts, you can also import the company the contact is related to. Therefore, the file you want to import has to contain a column...
Tue, 26 Nov, 2019 at 9:37 AM
FAQ: How can I undo an import of contacts or companies in Teamleader?
If you imported contacts or companies and realize that something went wrong, there are two possibilities to undo the import. Picking the right one all ...
Fri, 18 Oct, 2019 at 11:49 AM
How to: How can I import a vCard file into Teamleader?
When exporting contacts from your phone, you'll often end up with a vCard file instead of an Excel or .csv file, which you need to import contacts...
Fri, 6 Jul, 2018 at 3:05 PM
How To: Importing activities into Teamleader
Having everything in one spot and being able to work smarter is our goal. That is why we offer you the option to import your activities in Teamleader. ...
Thu, 7 May, 2020 at 12:48 PM
How To: Importing calls into Teamleader
Calling customers is obviously a big part of your daily business. You want to avoid having to create already planned calls again? Teamleader offers you...
Mon, 11 Jun, 2018 at 1:44 PM
How To: Importing timetracking into Teamleader
When you're getting started with Teamleader, it may come in handy to import the timetracking from your old system to have all the data you need in...
Thu, 10 Sep, 2020 at 9:58 AM
How To: Importing deals into Teamleader
Starting with Teamleader does not necessarily mean starting from scratch. It is possible you have a list of deals you want to import into Teamleader. W...
Tue, 28 Jul, 2020 at 10:42 AM
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