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, 6 Apr, 2018 at 4:08 PM
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 ...
Tue, 20 Mar, 2018 at 4:43 PM
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...
Thu, 15 Mar, 2018 at 12:06 PM
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, 5 Mar, 2018 at 5:42 PM
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 ...
Wed, 22 Nov, 2017 at 10:44 AM
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 depe...
Tue, 2 Jan, 2018 at 5:52 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 ...
Tue, 23 Jan, 2018 at 9:43 AM
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...
Wed, 28 Feb, 2018 at 4:36 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. Wheth...
Thu, 22 Feb, 2018 at 5:23 PM
If you're just starting out with Teamleader, that doesn't necessarily mean you haven't used invoicing software before. It may come in han...
Thu, 22 Feb, 2018 at 5:24 PM
