New to Teamleader Focus and not really sure where to begin? This quick start guide will get you up and running in no time. If you want more detailed guidelines, check out our Getting Started articles.

1. Your personal settings

Go to the icon or your picture in the top right-hand corner and click on 'My profile'. Here, you can add a picture, select your preferred language, create a signature and decide if you want to receive notification mails or activate MFA.

2. Completing your company information

Go to Settings > Company information and click on the pencil next to your company entity to complete your company info such as your address, payment information and uploading your logo. You can also upload your terms and conditions. This is important when you start sending quotations, invoices or other documents, as your company details will be filled in automatically.

3. Adding colleagues

Go to Settings > Users to add accounts for your colleagues and manage their access rights.

4. Importing your existing data

Think about how you want to structure your CRM using tags and custom fields, and import your existing contacts and companies. It is also possible to import existing products, deals, projects, invoices and time tracking, but think about which information is really worth keeping first.

5. Sending mails from Teamleader Focus

6. Implementing your house style

Adapt your templates so you can send documents to your customers in your own style.

7. Integrating Teamleader Focus with your favourite tools

Integrate your agenda and track your mails. Check out our Marketplace to see all our possible integrations.

That’s it, now you are all set to start working smarter!