Web
All articles related to web
Terros App Overview (Web)A guide to the Terros web application, covering key features and administrative tools for managing your team. The Terros Web App is a companion to our Terros Mobile App and…
Troubleshooting: app.terros.com Not LoadingIf you’re trying to visit app.terros.com and the page will not load, here are the most common causes and how to fix them.
How to Clear Browser Cache (Web)The web version of Terros stores cached data in your browser to improve performance. If you're experiencing issues, clearing your browser cache can help.
Accounts
Details about the Accounts tab on the Web App
Accounts Overview (Web)The Accounts page displays all customer accounts in your system. You can filter, search, and manage accounts from this central location.
How to Add Account Status History (Web)Account status history allows you to track when an account moved between different statuses (like Lead → Set → Closed) and optionally include notes about why the change was made.
How to Create an Account (Web)Creating an account captures customer information in your system.
How to View and Edit Account Details (Web)The account detail page shows all information for a specific account and allows you to make updates.
Managing Duplicate Accounts (Web)Terros automatically detects potential duplicate accounts at the same location. You can review these duplicates and merge them into a single account.
Area Management
Details about the Area Management tab on the Web App
Area Management Overview (Web)The Area Management feature in Terros allows managers to visually create, assign, and manage sales territories on an interactive map, making it easy to organize regions, track performance, and coordinate…
Account Management vs Area Management (Web)Two ways to assign leads to your team. Choose the approach that fits your sales model.
Account Management Overview (Web)Account Management lets managers and admins assign accounts and territories to teams or individual users. You can assign specific addresses or entire geographic areas—perfect for field sales, imported lead lists,…
Calendar
Details about the Calendar tab on the Web App
Calendar Overview (Web)A guide to the Terros web application's Calendar for viewing, managing, and creating events.
Conversations
Details about the Conversations tab on the Web App
Conversations Tab Overview (Web)Learn how to review pitch recordings, track performance, and provide coaching feedback to your team.
Viewing and Understanding a Pitch Recording (Web)How to understand an AI Pitch score from the Recorder App. This will explain all the details needed to understand your personal and team if you are a manager.
Settings
Details about the Settings tab on the Web App
API Overview (Web)Explore the Terros API: a flexible way to integrate services, automate workflows, and leverage data.
Manager Permissions in Terros for Sunrun (Web)Terros assigns manager-level permissions based on your official Sunrun job title in Workday. Only specific titles are recognized as manager roles in Terros.
Settings Overview (Web)The Settings section is your control center for configuring company-wide settings, managing workflows, and customizing Terros to fit your organization's needs.
Workflows Overview (Web)Workflows help companies define and enforce their sales process. They provide a visual pipeline where accounts move through stages via actions, ensuring consistent tracking and accountability across teams.
Workflows Migration (Web)This guide helps companies transition from the legacy Account Stages system to the new Workflows system. Migration preserves your existing data while enabling new workflow features.
Stats
Details about the Stats tab on the Web App
User Not Showing Up on Stats Page (Web)If a user isn't appearing on a stats page, the most common reason is that they haven't logged into the app yet.
Users
Details about the Users tab on the Web App
How to Check Your Role (Web)How do I figure out my role in Terros on the web?
What Happens When You Archive a User? (Web)This article explains what happens when you archive a user in Terros and how it affects their data and account access.
Reset Password Button (Web)Learn how admins can send password reset emails to users from the web application.
Closer Availability
Details about the Closer Availability tab on the Web App
Closer Availability Overview (Web)Closer Availability lets you see when closers are available for appointments and manage their scheduling preferences.