Contact and company records

Teamleader Focus holds contacts, companies, and their history in one place. A Beam agent opens records for new contacts, fills company details from the source, and updates fields when information changes, following the data rule your team approved. Duplicate checks run on entry. When two records look like the same company, a required field stays empty, or an update conflicts with existing data, the agent does not overwrite blindly; it flags the record for a person, who confirms the merge or correction before the change is saved.

Project and task tracking

Projects in Teamleader Focus tie to a client, a budget, and a set of tasks. A Beam agent opens projects from won deals, assigns tasks by the rule your team set, and updates status and time as work proceeds. Budget use is watched against plan. When a project runs past its budget, a task lacks an owner, or scope shifts beyond the original quote, the agent holds and routes the case to the project manager, who decides the next step before the record is updated.

Quote and invoice handling

Quotes and invoices in Teamleader Focus flow from deals and projects. A Beam agent drafts a quote from the deal's line items, converts it to an invoice once accepted, and records payments as they clear, all under the billing rule your finance team approved. Reminders go out on overdue amounts. Any invoice with a disputed line, an unusual total, or a mismatch against the original quote gets held and sent to a person, who checks the figures before the agent issues or closes it.