Help & Feedback Chat
The Help & Feedback chat is the fastest way to reach our team with questions about using Terros. You can send us a message, share screenshots or screen recordings, and our team will reply right in the chat.
On mobile:
Open the Terros app.
Go to Settings.
Tap Help & Feedback to start a chat.
On web:
Log in at app.terros.com.
Click the help chat icon in the bottom-right corner.
Tip: Make sure you're logged in when you reach out, so we can see your account and help you faster. Learn more in How to Access Full Support in Terros.
When you report an issue, a screenshot or screen recording helps a lot:
Customer Payment Portal
Use the Customer Payment Portal to add or update the payment method on file for your subscription. Log in with the email address you gave us for billing.
If your team pays by direct invoice, the invoice link is sent to your billing email. You can share that link with another department if someone else handles payments.
Onboarding
Connect with your Account Manager for specifics related to your accounts onboarding.
For an overview of setup topics like teams, roles, permissions and workflows, see the Onboarding Guide.
Most-Asked Videos and Guides
Reports, Stats and Leaderboards
Adding and Managing Users
Integrations and API Keys
Technical API documentation for your developer: docs.terros.com
Imports
Workflow History
Roles and Permissions
Password Reset
Full Video Libraries
Managers can also check out Terros Manager Tools and Training Resources for coaching, planning and performance guides.
How to Add a User
Admins can add users on the web app.
Log in at app.terros.com and open [placeholder: exact menu path, e.g. Users].
Create the user with an active email inbox.
Assign the user's team and role.
Save. The user will receive a welcome email with a temporary password.
Good to know:
If you just created a new email address for this person, wait about 10 minutes for it to become fully active before adding it in Terros, so the welcome email is delivered.
If the user already has an account but didn't get the invite, you can send a password-reset email from their user profile. They can also use Forgot Password on the login page.
Need more licenses? Reach out to your Account Manager and we'll help update your subscription.
Watch the walkthrough: Adding and Managing Users Video (Web)
Import CSV Format
To import accounts, go to app.terros.com and open Integrations → Imports. Your file should be a CSV with each field in its own column. For example, Street, City, State and Zip are four separate columns, not one.
Required columns:
Street
City
State
Zip
Stage/Action
Optional, but recommended:
Owner Name
Lead First Name
Lead Last Name
Phone Number and/or Email
Latitude
Longitude
Stage/Action Date
Before you upload:
Make sure the stage and action names in your file match the wording in your Terros workflow exactly.
Download the example file in the Import tab to compare your columns.
Uploading:
Upload your CSV as an Account Import.
Map your file's columns to the matching Terros fields.
Start the import.
When it finishes, download the error report to fix any rows that didn't import, then reimport those rows.
Resources:
For developers using the API: Importing Data (docs.terros.com)
Who to Contact
What you need | Where to go |
How-to questions, bugs, or app issues | Help & Feedback chat in the app, or email [email protected] |
Can't log in at all | Email [email protected] or see How to Reset Your Terros Password |
Billing, invoices, or payment questions | Email our AR team at [email protected], or update your card in the Customer Payment Portal |
Account setup, workflow changes, adding licenses, or training | Your Account Manager: [placeholder: Account Manager name and email] |
Pricing, adding licenses or new products | |
Cancellation terms | Contact your Account Manager |
We don't currently offer phone support, but we aim to respond as quickly as possible during normal business hours.