How to: Create a Task in Teamleader
On November 17, 2019 by Raul DinwiddieTo add a task in Teamleader, open up the planning module again. Go to tasks and click on the + icon to add a new one. If we want to, we can link this task to a client. In this case Jansen’s pharmaceuticals for example. Or even connect it to a deal. But, this is
How to: Integrate with Mailchimp in Teamleader
On November 16, 2019 by Raul DinwiddieThis video explains… How to easily integrate Mailchimp with Teamleader. To start… Go to your Mailchimp account. Click on lists. And create a new one in the top right corner. And no. We don’t want to subdivide into groups. We want to create a brand new one. Give the list the proper name and fill
How to: Manage Planning in Teamleader
On November 15, 2019 by Raul DinwiddieTo get a clear view of what you and your colleagues are up to… Or should be up to… Navigate to planning. There, we find a weekly overview of the logged-in users to the agenda. Next to Jeroen’s agenda, we can also check up on colleagues. Such as Matthias and Willem for example. In Matthias’
How to: Create a Deal in Teamleader
On November 15, 2019 by Raul DinwiddieTo add a deal in Teamleader. we’ll make our way to the deals module. Where our new favorite plus icon let’s us add a deal. Since we’re asked for a title, we’ll just use website. And Jansens pharmaceuticals as a customer. For related contacts we can choose between Tom and Jan. We like Jan. Let’s
Waarom ook jij naar een Teamleader Event moet komen
On November 11, 2019 by Raul Dinwiddie
Recent Comments