Data Import Templates Download these import templates to quickly get new items into your TPP account. Contacts Leads Leads (TPPsales Only) Menu Items...
Contact Full Search If you have TPPsales in your TPP account, these steps will not apply. Searching for a Contact Select Contact >...
Import From File This feature allows you to work with Client Care to upload new items to your database, including: Contacts Menu Items...
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!...
