Data Import Templates
Download these import templates to quickly get new items into your TPP account. Contacts Leads Leads (TPPsales Only) Menu Items...
Companies
Companies allow you to see Contacts who all work for the company.
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Accounts
Account View Menu When you add TPPsales to your TPP account, your Leads and Contacts would now be managed within... -
Merge Companies
Merge Companies * *TPPsales Only Have you discovered multiple versions of the same company in your database? Now you can... -
TPPsales – Add File To Company
File Upload to Company *Only available with TPPsales You can upload files directly to a Company Profile in TPPsales! Go...