Lead Full Search
PLEASE NOTE: Leads are only available in Feast and Delicacy Level TPP subscriptions. Searching for a Lead Select the Lead...
Leads
A Lead is a potential customer who has shown interest in your company's products or services and has provided contact information, indicating potential for future sales.
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Adding/Editing Lead Information
PLEASE NOTE: Leads are only available in Feast 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...