Mobile Resources for iOS
Getting Around
Home Screen — Watch video
Customize Your Navigation — Watch video
Teams and Users — Watch video
Territories and Scheduling
Manage Canvassing Areas — Watch video
Calendar — Watch video
Performance
Stats — Read guide
Leaderboard — Watch video
Review Logged Activity — Watch video
Activity Trail — Watch video
Build a Dashboard — Watch video
Create a Competition — Watch video
Coaching and Team Development
Schedule Team 1:1s — Read guide
Schedule Shadow Days — Read guide
Review Pitches and Give Feedback — Read guide
Tasks and Programs
Track Team Program Progress — Watch video
View and Complete Your Tasks — Read guide
Quarterly Plans
Create Your Quarterly Plan — Watch video
Review Your Team’s Plans — Watch video
Mobile Resources for Android
Getting Around
Manager Dashboard — Watch video
Management Tab — Watch video
Territories and Scheduling
Area Management — Watch video
Filter Your Calendar — Watch video
Closer Availability — Watch video
Performance
Stats — Watch video
Create a Competition — Watch video
Coaching and Team Development
Track Team 1:1s — Read guide
Track Shadow Days — Read guide
Review Meeting Attendance — Read guide
Tasks and Programs
Tasks — Watch video
Quarterly Plans
Create Your Quarterly Plan — Watch video
Manage Quarterly Plans — Watch video
Track Team Plans and Progress — Read guide
Web Resources
Getting Around
Territories and Scheduling
Area Management — Watch video
Area Management Features and Updates — Guide and video
Assign and Reassign Team Accounts — Read guide
Account Management vs Area Management — Read guide
Calendar — Read guide
Performance
Workflow Stats and Metrics — Read guide
Review Your Team’s Activity Trail — Read guide
Coaching and Team Development
Review Conversations and Give Feedback — Guide and video
Understand Pitch Scores and Feedback — Guide and video
Create Team Check-in Questions — Read guide
Tasks and Programs
Manage Team Tasks — Read guide
Task Management requires task management permission.
Resources for Fiber Teams
For fiber managers organizing field territories and reviewing sales progress, these shared Terros resources are useful starting points.
Review Territory Assignments and Activity — Web — Watch video
Assign and Reassign Accounts Within Your Team — Web — Read guide
Understand Workflow Activity and Stage Metrics — Web — Read guide
Understand Offline Work and Syncing — iOS — Read guide