Adding/Editing Lead Information PLEASE NOTE: Leads are only available in FeastĀ and Delicacy Level TPP subscriptions. Total Party Planner lets you differentiate between...
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...
Lead Full Search PLEASE NOTE: Leads are only available in Feast and Delicacy Level TPP subscriptions. Searching for a Lead Select the Lead...
Import From File This feature allows you to work with Client Care to upload new items to your database, including: Contacts Menu Items...
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...
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...
September 5, 2023 – Updates NEW FEATURES TPPsales Leads on Calendar Your leads will now have the ability to be shown on the calendar along...
December 4, 2023 – Updates NEW FEATURES TPP Pay Notifications Added payment notifications to bell icon. Settings Hide Scheduled Payments This setting will hide any...
May 6, 2024 – Updates NEW FEATURES TPPsales Merge Contacts You are now able to merge Contacts and Companies in TPPsales. Click the button below...