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 G Suite 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 Now that you have the CRM Tool added into your account, you’ll need to provide your team access...