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...
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...
Whitelist Gsuite for Email Tracking If you would like to connect your Google Workspace email account with TPPsales and be able to track outgoing/incoming messages...
May 1, 2023 – Updates We’ve added a brand new Credit Card Icon to each event! It’s now easier than ever to make payments with...
July 31, 2023 – Updates NEW FEATURES Payment Scheduling We’ve added more options to make scheduling payments easier and more automated Click here to learn...
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...
TPPsales – Manage Users (Admin Only) Manage Users/TPPsales In TPPsales you’ll need to provide your team access or they may be met with this error when...