Web Articles
All articles related to web
By Hunter and 3 others4 authors48 articles
- 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.
- How to Perform a Screen Recording (Web)Record your computer screen (Apple or Windows PC) to show steps or troubleshoot issues for Terros support.
- Startup Questions (Web)Startup Questions let admins and managers schedule questions that appear in the Terros mobile app, making it easy to gather feedback, check in with employees, and improve communication.
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.
- How to View Account Workflow History (Web)Workflow history shows a timeline of every action taken on an account — who performed it, when, and what stage the account moved to.
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…
- How to Roll Back Account Stages in an Area (Web)Move accounts in an area back to an earlier stage so your team can re-work territory without losing useful progress.
- 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,…
- Area Management (Web) — What's New and How It's BetterThis article explains what changed, what's new, and how to make the most of the new layout.
- Recent Area Management Changes (Web)
Calendar
Details about the Calendar tab on the Web App
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 KeysSetting configuration for API Keys1 article
- ConfigurationBasic Settings Configuration1 article
- Custom StatsSetting configuration for Custom Stats2 articles
- PermissionsSetting configuration for Permissions1 article
- WebhooksSetting configuration for Webhooks1 article
- WorkflowsSetting configuration for Workflows7 articles
Stats
Details about the Stats tab on the Web App
- How Hours Worked Is CalculatedHours Worked counts the hours you were active in the field — this article explains exactly how that number is calculated.
- 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.
- Understanding Workflow Stats & Metrics (Web)When your company uses workflows, the Stats page shows metrics based on workflow stages and actions instead of the legacy contact-based metrics like pitches and knocks.
- Setter & Closer Stats in Workflows (Web)When workflows are enabled, stats in the Stats page are tied to your workflow stages and actions rather than the legacy disposition system.
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