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

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

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

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