TPPsales – Deactivate A Contact
How to Deactivate a Contact in TPPsales Deactivate Contact First you will navigate to TPPsales > Accounts > Contacts. Next,...
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TPPsales – Reactivate A Contact
How to Reactivate a Contact in TPPsales Reactivate Contact First you will navigate to TPPsales > Accounts > Contacts. Next,... -
TPPsales Settings – Data Fields
Data Fields Data Fields can be found by going to TPPsales > Settings > Data Fields Lost Deal Reasons Lost... -
TPPsales Settings – Sync Deal Value
Sync Deal Value with Event Total The Sync Deal Value default can be found under TPPsales > Settings > Default... -
TPPsales – Add File To Lead
File Upload to Lead *Only available with TPPsales You can upload files directly to a Lead Profile in TPPsales! Go... -
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!... -
TPPsales – Add File To Company
File Upload to Company *Only available with TPPsales You can upload files directly to a Company Profile in TPPsales! Go... -
July 2024 – Updates
NEW FEATURES July 2024 TPPsales Leads Added Event Type field to leads. Deals Based on user feedback, we have added...