Teamleader Focus

Keep customer details and communication history together so another team member can see past email, meeting and invoice context before following up. The current feature grid also describes importing existing details and finding or filtering customers by field or tag. Try a few fictional contacts before moving a real address book.

Schedule the next call, meeting or task from the opportunity workflow. A follow-up associated with a sales stage helps a team make ownership visible; choose a small, consistent set of stages and check how a colleague sees the next action before relying on pipeline reports.

Track a potential job in the sales pipeline, then draft a quotation with customer information and a branded template. The quotation page describes feedback and signature notifications plus expiry reminders. Send a fictional quotation to a test recipient and check the selected plan’s follow-up options before using those notifications with customers.

A quotation can be converted into an invoice. The invoice page also describes starting from tasks or tracked time and customizing the invoice template. Check the quoted line items, tax and payment terms against the resulting draft before sending it; a conversion is still an accounting handoff that deserves review.

Online invoice payment is described through a Mollie connection. If customers must pay from the invoice, confirm the merchant account, supported market, payment method and processor charges; sending a digital invoice alone does not establish that its payment link is ready.

When the project-management booster is selected, an approved quotation can become project work with to-dos. The project page connects quotation, project and invoice views and describes billing for tracked work before final completion. Rehearse that transition with a fictional job and check what the booster adds to the quoted subscription.