Lead Full Search PLEASE NOTE: Leads are only available in Feast and Delicacy Level TPP subscriptions. Searching for a Lead Select the Lead...
Adding/Editing Lead Information PLEASE NOTE: Leads are only available in FeastĀ and Delicacy Level TPP subscriptions. Total Party Planner lets you differentiate between...
Lead Merge PLEASE NOTE: Leads are only available in Feast Level TPP subscriptions created prior to 2022 or in our TPPsales CRM...
Mass Contact/Lead Emailing List The Mass Contact and Lead Emailing features allows you to obtain a list of multiple contacts and leads that can...
Import From File This feature allows you to work with Client Care to upload new items to your database, including: Contacts Menu Items...
Lead Event History The Event History tab will give a quick view of all the Events ever setup in the database for a...
Web To Lead Forms PLEASE NOTE: Leads are only available in the Feast and Delicacy Level TPP subscriptions. A web to lead form allows...
Data Import Templates Download these import templates to quickly get new items into your TPP account. Contacts Leads Leads (TPPsales Only) Menu Items...
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...