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...
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...
Email Setup Connecting your email provider directly with TPP is required to be able to send emails. The following is a guide...
Whitelist Gsuite for Email Tracking If you would like to connect your G Suite email account with TPPsales and be able to track outgoing/incoming messages...
TPPsales: What is a CRM? CRMs are designed to centralize the management of your contacts and leads and make your sales process more effective and...