Teamleader

Teamleader Focus is a CRM for sales, projects and invoicing. When you connect it to OfficeDash, your office TV shows the deals you won this month and how your sales pipeline is doing. You connect it on Integrations.

1. What Teamleader adds

• The deals won this month: how many, and their total value.
• The open deals in your sales pipeline, per phase: how many, and their value. OfficeDash uses your default pipeline.

OfficeDash only reads deals from Teamleader, and only counts and totals. It never changes anything in Teamleader, and it never shows a deal title, a customer, a contact or the person responsible for a deal.

Amounts are added up per currency, never across currencies. If your deals use more than one currency, the TV shows the total in the currency most deals use, followed by "+ other currencies".

2. Connecting and disconnecting

1. Open Integrations, press Add integration, choose Teamleader and press Connect. Teamleader now has its own card on the page, with the status Not connected.
2. Press Connect with Teamleader.
3. Sign in to Teamleader Focus and approve access for OfficeDash.
4. You return to Integrations. The card now shows Connected, with the Method Teamleader account (OAuth) and the date it was Connected.

If you don't approve access in Teamleader, nothing is connected and the card says "Access was not granted in Teamleader, so nothing was connected. Please try again."

To stop using Teamleader, press Disconnect. To use another Teamleader account, disconnect first, then connect again and sign in with that account.

When Teamleader no longer accepts the connection, for example because access was removed in Teamleader, the card shows Reconnect needed. Press Reconnect with Teamleader and approve access again.

If the card says "Connecting Teamleader is not available on this server.", the OfficeDash you use is not set up for Teamleader. Ask whoever runs your OfficeDash.

Only the account holder, and members who are allowed to add integrations, see Connect with Teamleader and Reconnect with Teamleader; only the account holder, and members who are allowed to remove integrations, see Disconnect. Other members see only the status.

3. Widgets it enables

Connecting Teamleader unlocks two widgets for your slides: Deals won and Sales pipeline. The store entry lists them under Widgets it adds.

Both have the Show amounts setting, which is on by default. Turn it off to show only the number of deals, without any amount.

Until Teamleader is connected, the widget store in the slide editor shows "Connect Teamleader to add 2 widgets" instead of the two widgets. Once it is connected, you add them like any other widget. Which tile sizes they fit is explained in Widgets and tile sizes.