Logging In
To access the Terros web application, open your web browser and navigate to app.terros.com.
Home Page
After logging in, you will land on the Home Page, which serves as a central dashboard. Here you will find key performance metrics and a greeting to start your day.
Left-Hand Navigation Menu
The left-hand menu provides a central hub for navigating the different sections of the web application. Each section is designed to help you manage specific parts of your workflow.
Calendar
The Calendar section provides a detailed view of your daily, weekly, and monthly schedule. Here you can see your appointments, scheduled meetings, and other key events.
Closer Availability
View and manage closer availability for scheduling appointments. See when closers are available and coordinate appointments efficiently.
Accounts
This section provides a list of all accounts you have access to. You can view account details, status, and other important information.
Account Management
Assign and manage account territories and assignments. Control who has access to which accounts and distribute leads effectively.
Prospecting
The Prospecting section allows you to manage potential leads. You can view and edit prospect details, track your progress, and manage your pipeline.
Teams
The Teams section provides an overview of all the teams within your organization. Here you can view team members and their roles.
Users
In the Users section, you can manage your team members and individual user profiles. This is where you would typically go to view user details, update closer status, and manage their permissions.
Programs
Manage training programs and skill development initiatives. Track program participation and completion rates.
Competitions
This section allows you to manage and view all active competitions. You can see leaderboards, track progress, and create new competitions.
Stats
The Stats section provides a detailed breakdown of performance metrics. You can view graphs, charts, and other data to track progress toward your goals.
Area Management
Create and manage geographic territories for your teams. Define boundaries, assign areas to users, and track area performance.
Do Not Knock
Manage properties that should not be contacted. Keep track of do-not-knock lists and ensure compliance with homeowner requests.
Import
Bulk import accounts, users, calendar events, and other data via CSV files. Streamline onboarding and data migration.
Export
Create and schedule automated data exports. Export accounts, contacts, events, and performance data for analysis.
Compliance
Track and manage compliance requirements for your organization. Monitor recordings, certifications, and regulatory requirements.
Conversations
Review and evaluate recorded sales pitches. View AI-scored pitch recordings, transcripts, and performance feedback.
Task Management
View and manage tasks across your organization. Track task completion, assignments, and priorities.
Activity Trail
View detailed audit logs of account and contact activity. Track who made changes and when for compliance and troubleshooting.
Settings
The Settings section is where admins can configure company-wide settings, manage custom fields, set up workflows, create webhooks, and control permissions.
Navigation Tips
Use Universal Search - Press Ctrl+K (or Cmd+K on Mac) to quickly search for accounts, users, or navigate to any section.
Collapse the sidebar - Click the collapse button to minimize the navigation menu for more screen space.
Sections vary by role - Not all sections appear for every user. What you see depends on your role and permissions.
External links - Some menu items may link to external resources or integrations specific to your company.
Getting Help
Need assistance? Click the help icon in the bottom-right corner or visit our help center for detailed guides and support articles.