Accounts
Account View Menu When you add TPPsales to your TPP account, your Leads and Contacts would now be managed within...
Contacts
The people you do business with.
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Exporting Contacts Using The Query Generator
This video will show you how to export a list of active contacts to a CSV or XLS file for... -
Merge Contacts
Merge Contacts * *TPPsales Only Have you discovered multiple versions of the same contact in your database? Now you can... -
TPPsales – Deactivate A Contact
How to Deactivate a Contact in TPPsales Deactivate Contact First you will navigate to TPPsales > Accounts > Contacts. Next,... -
TPPsales – Reactivate A Contact
How to Reactivate a Contact in TPPsales Reactivate Contact First you will navigate to TPPsales > Accounts > Contacts. Next,... -
TPPsales – Add File To Contact
File Upload to Contact *Only available with TPPsales You can upload files directly to your client’s Contact Profile in TPPsales!...