Following up on potential customers? You can use Teamleader's deal module for that. To keep things nice and simple: a deal basically shows the ste...
Mon, 24 Sep, 2018 at 9:15 AM
What are the steps that are normally taken before a lead turns into a client? How do you usually follow up on potential customers? To follow up ...
Thu, 6 Sep, 2018 at 4:57 PM
What information do you want to add to your deal? What reporting of your deal is needed? Who should have access to it? The first question is an...
Thu, 18 Apr, 2019 at 10:26 AM
How do you create it? Which parts should it contain? What should the layout look like? In order to get started with setting up quotations, you ...
Wed, 21 Nov, 2018 at 4:57 PM
After having followed up the deal and created the quotation, your lead now only needs to accept it. Piece of cake, we’d say. First, you need to dec...
Tue, 11 Sep, 2018 at 4:15 PM