CRM

Teamleader focus CRM Ticket system

The ticket system helps to manage client requests and answer their requests. The Teamleader CRM ticket system keeps track of…

Read More »

How to create invoices in Teamleader CRM

Teamleader CRM offers users the option to create invoices and send them to clients in order to get paid. 1-Create…

Read More »

Project Management tool in Teamleader CRM

Teamleader CRM offers users a tool to manage their complicated projects. The CRM Teamleader dashboard offers a clear overview of…

Read More »

How to manage deals and quotations in Teamleader CRM

Teamleader gives the option to create deals and quotations. You can move Deals and quotation cards easily through different statuses.…

Read More »

How to create contacts on Teamleader CRM

Teamleader CRM offers the option to add contacts and link them to their coressponding companies. Adding contacts follows the same…

Read More »

How to manage you clients and leads on Teamleader CRM

Teamleader CRM offers the option for users to create and manage a list of potential leads and current clients. The…

Read More »

How to create and manage calendar in Teamleader CRM

Teamleader CRM offers multiple users the option to create a meeting, add a task, and a scheduled call. Teamleader calendar…

Read More »