An introduction to the Terros platform and what you can accomplish with it. Start here to get familiar with the system before diving into setup.

An overview of how teams work in Terros and how to structure your organization for effective performance tracking and management.

Learn how to invite and add new users to your Terros account. Users need to be added before they can be assigned to teams.

Create your team hierarchy and organize users into the right groups. This structure determines reporting lines and data visibility.

Basic company-wide settings that affect how Terros operates for your organization.

Core configuration options for your company including branding, defaults, and system-wide preferences.

Define what actions users can take within the system. Permissions control access to features, data, and administrative functions.

Group permissions together into roles that can be assigned to users. Roles make it easy to manage access for different job functions like setters, closers, and managers.

Set up your sales pipeline stages to track accounts from lead to close. Define the stages that match your sales process.

Configure the possible outcomes when a closer visits an account. Track installs, reschedules, cancellations, and other results.

Create the disposition options your field reps use when knocking doors. Track not home, not interested, lead, and other door-to-door outcomes.

Add extra data fields to capture information specific to your business. Attach custom fields to accounts, users, or other records.

Define custom performance metrics beyond the standard stats. Track the KPIs that matter most to your organization.

Set up scorecards to evaluate and grade recorded pitches. Define the criteria managers use when reviewing rep performance.

Add external links that appear in the mobile app for quick access to resources, training materials, or other tools your team uses.

Configure how installed customers appear on the map. Help your reps see where existing customers are located in their territory.