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Support Centre
Getting Started
Becoming a customer
4
Getting started: How can I start a trial?
Getting started: How can I upgrade my trial version to a paying account?
Getting started: How can I empty my (trial) account?
Need personal assistance?
Onboarding your colleagues
2
Getting started: Basic settings
Getting started: How can I let my team get started with Teamleader Focus?
CRM
4
Getting started: What is a CRM?
Getting started: What do you want to get out of your CRM in Teamleader Focus?
Getting started: How do you want to structure your CRM?
Getting started: How do you want to use your CRM to contact your (potential) customers?
Deals & Quotations
6
Getting started: What is a deal?
Getting started: How do you want to structure and follow up on your deals?
Getting started: How do you want to manage your deals?
Getting started: Deal overviews
Getting started: What should your quotation look like?
See all 6 articles
Dashboard & Agenda
3
Getting started: What is the idea behind the calendar in Teamleader Focus?
Getting started: How do you want to structure your calendar?
Getting started: How do you want to manage your calendar?
Customer Meeting add-on
1
Getting Started: The Customer Meeting add-on
Time tracking
4
Getting started: What is the idea behind time tracking in Teamleader Focus?
Getting started: How can you track time?
Getting started: How can you invoice tracked time?
Getting started: How can you obtain reports on tracked time?
Invoices
3
Getting started: What are the different ways to create an invoice?
Getting started: How do you want to manage your invoices?
Getting started: What should your invoice look like?
Products
2
Getting started: What is the idea behind products in Teamleader Focus?
Getting started: How can you use your products on your quotation, invoice etc.?
Projects
4
Getting started: What is the idea behind a project in Teamleader Focus?
Getting started: How can you structure a project?
Getting started: How can you manage a project?
Getting started: How can you add work and external costs to a project?
Tickets
3
Getting started: What is a ticket in Teamleader Focus?
Getting started: How can you get started with ticketing?
Getting started: What reporting can you get of tickets?
User management
2
Getting started: How can you collaborate smarter in Teamleader Focus?
Getting started: How can you get an overview of who is working when on what?
Imports
1
Getting started: What data can I import into Teamleader Focus?
Integrations
23
Getting started: Integrations
Getting started: How do I add an integration to my Teamleader Focus account?
Getting started: The Teamleader Focus Marketplace
Getting started: What is API in Teamleader Focus?
Getting started: What are webhooks in Teamleader Focus?
See all 23 articles
FAQ
CRM
32
FAQ: How do I add a contact in Teamleader Focus?
FAQ: How do I add a company in Teamleader Focus?
FAQ: What is the difference between contacts and companies?
How To: How can I merge contacts or companies?
FAQ: How can I add account managers in Teamleader Focus?
See all 32 articles
Deals & Quotations
39
FAQ: How do I add a deal?
FAQ: How can I create a quotation in Teamleader Focus?
How To: Deal overview per customer and deal page
FAQ: Which deals do I see on my contact page?
How To: The deal forecast in Teamleader Focus
See all 39 articles
Dashboard & Agenda
28
FAQ: What do I see on my dashboard?
FAQ: What tasks, calls and meetings are displayed on the agenda?
FAQ: How do I add a task in Teamleader Focus?
FAQ: How do I create a recurring task in Teamleader Focus?
How To: Unassigned tasks in Teamleader Focus
See all 28 articles
Customer Meeting add-on
6
Time tracking
12
How To: Time tracking in Teamleader Focus
How To: Track time with Teamleader Focus' Time Tracker functionality
FAQ: Can I track time for another Teamleader Focus user?
FAQ: Can I track time on a task, call or meeting which hasn't been scheduled yet?
FAQ: Can I copy time tracking?
See all 12 articles
Invoices
47
How To: How can I edit my invoice?
How To: Draft invoices in Teamleader Focus
How To: Disable editing of booked invoices and credit notes in Teamleader Focus
FAQ: How do I create a credit note?
FAQ: What is the correct flow for crediting an invoice in Teamleader Focus?
See all 47 articles
Products
14
FAQ: How can I add a long description to a product?
FAQ: How can I delete several products at once?
How To: Stock management in Teamleader Focus
FAQ: When are products added to or removed from my stock?
FAQ: How many products have I sold in a certain period?
See all 14 articles
Projects
11
How To: Add a project in Teamleader Focus
How To: Billing methods in a project
How To: Convert a deal or quotation into a project
How To: Invoice a project in Teamleader Focus
How To: Add products to your project and invoice them
See all 11 articles
Legacy projects
22
FAQ: How can I convert a deal or quotation into a project?
FAQ: What are the different rights in a project?
FAQ: How can I make phases mutually dependent?
How To: Work breakdown on projects
How To: Budget management on projects
See all 22 articles
Tickets
15
How To: Using tickets in Teamleader Focus
FAQ: How do I forward emails to the ticketing system in Teamleader Focus?
How To: 3 ways to create a ticket
How To: Adding templates to the ticketing system in Teamleader Focus
How To: Setting up autoreplies in the ticketing system in Teamleader Focus
See all 15 articles
Settings
33
How To: Filling out your company information in Teamleader Focus
How To: Upload general terms and conditions
FAQ: Can I set a different date format?
How To: Setting your custom domain for sending emails from Teamleader Focus
FAQ: My domain verification is pending or invalid, what could be wrong?
See all 33 articles
User management
26
How To: Adding new users to your Teamleader Focus account
FAQ: How can I reinvite my employee to Teamleader Focus?
FAQ: What does limited CRM access stand for?
FAQ: What does limited deal access mean?
FAQ: Can I combine limited CRM access with limited deal access?
See all 26 articles
Insights
7
How To: Insights
FAQ: What information do the deal stats provide?
FAQ: Adding probability to your deals and checking the closing ratio
How To: Insights on invoices
FAQ: Multi-currency: how are the insights for invoices calculated?
See all 7 articles
Import & Export
24
How To: Importing contacts and companies to Teamleader Focus
FAQ: What values are allowed for importing contacts or companies?
FAQ: What happens if I have contacts or companies with the same name in my import file?
FAQ: How do I edit my file for importing contacts and companies?
FAQ: Can I also import the related company when importing contacts into Teamleader Focus?
See all 24 articles
Templates
17
Welcome to our Template Gallery
How To: Customizing your templates in Teamleader Focus
FAQ: Templates - tips and tricks
FAQ: Can I use my own font in the layout of my documents?
How To: How can I edit the CSS of my templates?
See all 17 articles
Teamleader Focus App
6
FAQ: What can the Teamleader Focus app do?
FAQ: How do I scan a business card in Teamleader Focus?
How To: Add and manage invoices on the Teamleader Focus app
How To: Managing contacts and companies on the app
How To: Time tracking via the Teamleader Focus app
See all 6 articles
Work orders
2
How To: From work order to invoice
How To: Invoice a work order out of a project
Integrations
5
General
23
FAQ: What browsers does Teamleader Focus support?
End of support for Internet Explorer 11
How To: The global search in Teamleader Focus
FAQ: How can I notify my colleagues via Teamleader Focus?
FAQ: Adding or removing columns in my list views in Teamleader Focus
See all 23 articles
Teamleader Focus Licence
15
FAQ: How can I adapt my Teamleader Focus subscription?
How To: How do I buy a new user licence for my Teamleader Focus account?
FAQ: How can I reduce my Teamleader Focus user licences?
FAQ: How can I end my Teamleader Focus subscription?
Features per package
See all 15 articles
Teamleader Focus Billing & Payments
10
FAQ: How can I change my credit card or bank information in Teamleader Focus?
How To: How can I change my billing info?
FAQ: Which payment methods does Teamleader accept?
FAQ: Where can I find my Teamleader Focus invoices?
FAQ: What do I do if my payment failed?
See all 10 articles
GDPR
9
FAQ: What is the GDPR?
FAQ: What are the different roles of parties in GDPR?
FAQ: Can a Teamleader Focus employee access my account?
FAQ: Where can I find the Data Processing Agreement (DPA)?
FAQ: Where can I ask questions about the data processing agreement (DPA)?
See all 9 articles
Best Practices
Managers
1
Teamleader Focus for Managers
Sales
1
Teamleader Focus for Sales
Construction, Manufacturing or Installation
1
Teamleader Focus for Construction, Manufacturing or Installation
Creative Agencies
1
Teamleader Focus for Creative Agencies
New Users
1
Teamleader Focus for New Users
Project Managers
1
Teamleader Focus for Project Managers
Administrative Users
1
Teamleader Focus for Administrative Users
Customer Service
1
Teamleader Focus for Customer Service
Legal/Financial Consultancies
1
Teamleader Focus for Legal/Financial consultancies
Real Estate Agents
1
Teamleader Focus for Real Estate Agents
Marketeers
1
Teamleader Focus for Marketeers
Trade Fairs
1
Teamleader Focus for Trade Fairs
Training Videos
CRM
3
Video: Intro to CRM
Video: CRM
Video: Custom fields vs tags
Deals & Quotations
5
Video: Intro to Deals
Video: Multiple Sales Pipelines
Video: Quotations
Video: Creating quotations via a deal
Video: CloudSign
Dashboard & Agenda
1
Video: Planning & managing agenda
Customer Meeting add-on
13
Video: The Customer Meeting add-on
Video: Connect your Google Calendar and the Customer Meeting add-on
Video: Open your calendar for your clients
Video: Personal meeting types
Video: Team meeting types
See all 13 articles
Time tracking
2
Video: Registering time tracking
Video: Weekly time tracking
Invoices
7
Video: Creating invoices from scratch
Video: Creating invoices from quotations
Video: Creating invoices from time tracking
Video: Automatic reminders for invoices
Video: Invoice overview and statistics
See all 7 articles
Products
0
Projects
1
Video: Projects in Teamleader Focus
Legacy projects
3
Video: Invoicing a project
Video: Profit, loss and budget calculation in projects
Video: Project planning
Tickets
1
Video: How to set up tickets in Teamleader Focus
Settings
2
Video: Basic company settings and personal settings
Video: Email signature
Import & Export
1
Video: CRM Import
Document layout & Templates
2
Video: Document layout
Video: Email templates for quotations, invoices and meetings
Work orders
1
Video: Create work orders via the mobile app
Integrations & Marketplace
8
Video: Connect Mailchimp to Teamleader Focus
Video: Email tracking
Video: Installing the Chrome plug-in
Video: Installing the Outlook email add-in
Video: Integrate Google Calendar with Teamleader Focus
See all 8 articles
User management
0
Workflow videos
0