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...
Mon, 6 Aug, 2018 at 9:43 AM
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 ...
Mon, 6 Aug, 2018 at 10:26 AM
In attachment, you find an example file for an import for contacts and companies. In case you get error messages while performing the import, you shoul...
Mon, 6 Aug, 2018 at 10:13 AM
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...
Mon, 6 Aug, 2018 at 10:17 AM
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...
Fri, 3 Aug, 2018 at 5:10 PM
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, 3 Aug, 2018 at 5:24 PM
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
Just like companies and contacts, you can easily import an existing list with products in Teamleader. This means you don't need to enter each prod...
Tue, 14 Aug, 2018 at 1:59 PM
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...
Mon, 6 Aug, 2018 at 10:36 AM
If you're just starting out with Teamleader, that doesn't necessarily mean you haven't used invoicing software before. It may come in ha...
Mon, 9 Jul, 2018 at 4:25 PM
