CRM
33 articles
- What is the difference between the NIF field and the NIF-IVA field?
- Tags vs. custom fields in Teamleader Focus
- How do I add a contact in Teamleader Focus?
- How do I add a company in Teamleader Focus?
- What is the difference between contacts and companies?
- How can I merge contacts or companies?
- How can I add account managers in Teamleader Focus?
- How can I add a second email address to a contact or company?
- Add & manage contact functions in Teamleader Focus
- How can I link a contact to a company?
- How can I change the function of a linked contact in Teamleader Focus?
- What does the star next to a contact mean?
- Export list of companies and linked contact person(s)
- Do I have to add the company address to contacts in Teamleader Focus?
- Export the background information of contacts/companies
- Visualise your contacts or companies in Google Maps
- How can I unlink a related contact from a company?
- Why are some companies/contacts in my Teamleader Focus in bold?
- Last activity for contacts
- Updating Contacts and Companies in Bulk
- Deactivating customers in Teamleader Focus
- Customise contact and company pages
- Activities on the contact/company page
- How can I delete more than one contact or company in one go?
- Create address labels in Teamleader Focus
- Creating a segment in Teamleader Focus
- Adjusting a segment in Teamleader Focus
- Deleting a segment in Teamleader Focus
- Using tags in Teamleader Focus
- What if the VAT, KVK or SIRET autofill doesn't work?
- Can I add a national identification number (SIRET, Codice Fiscale, NIF, EAN) to Teamleader Focus?
- What file extensions can I upload in Teamleader Focus?
- What does the checkbox 'Opt-in marketing mails' mean?