Adding a Lead in TPPsales
There are three ways to add new Leads to TPPsales. Adding a Lead First Method From the red toolbar, hover...
TPPsales
Our integrated CRM solution.
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Editing a Lead in TPPsales
Editing a Lead Within TPP sales, click the Leads menu drop-down in the left toolbar and click Open leads Find... -
Managing Your Leads View in TPPsales
Leads Menu The Leads menu in TPPsales offers options for viewing and managing your leads. There are three areas within... -
Converting a Deal
Convert To Deal Button At the top of each lead there is a button labeled Convert To Deal. Clicking this... -
Deals
Deals Header Add Deal Click the Add Deal button to create a deal for an existing Contact View Options Kanban... -
Accounts
Account View Menu When you add TPPsales to your TPP account, your Leads and Contacts would now be managed within... -
Contacts
Viewing/Editing a Contact When you click the name of a Contact, you will open their Contact View: Contact Header One... -
Merge Contacts
Merge Contacts * *TPPsales Only Have you discovered multiple versions of the same contact in your database? Now you can... -
Merge Companies
Merge Companies * *TPPsales Only Have you discovered multiple versions of the same company in your database? Now you can... -
TPPsales – Manage Users (Admin Only)
Manage Users/TPPsales In TPPsales you’ll need to provide your team access or they may be met with this error when...