Terros

The Settings section is your control center for configuring company-wide settings, managing workflows, and customizing Terros to fit your organization's needs.

Settings Overview (Web)

Hunter Allred

Helaina Parks

Cami Fry

Details about the Settings tab on the Web App

Settings

Explore the Terros API: a flexible way to integrate services, automate workflows, and leverage data.

API Overview (Web)

API Keys

Set closer timeslots at the company or team level so closers inherit a standard schedule.

How to Set Default Closer Availability (Web)

Configuration

Terros doesn't have a single built-in knocks metric — this guide walks you through creating a custom formula stat that counts total door knocks accurately across all relevant dispositions.

How to Track Total Knocks Using a Custom Stat (Web)

Custom stats let you create your own calculated metrics that appear as columns on the stats dashboard. There are three types: Ratio, Percentage, and Formula.

How to Create Custom Stats (Web)

Custom Stats

Terros assigns manager-level permissions based on your official Sunrun job title in Workday. Only specific titles are recognized as manager roles in Terros.

Manager Permissions in Terros for Sunrun (Web)

Permissions

Terros integrates with HubSpot using a custom webhook designed specifically for HubSpot’s requirements.

HubSpot Integration Setup in Terros (Web)

Webhooks

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.

Workflows Migration (Web)

A pipeline stage represents a step in your main business process. Pipeline stages are ordered sequentially to form a linear progression that accounts move through — for example, Blank Pin…

What Is a Pipeline Stage? (Web)

An action is something a user does to an account that can move it from one stage to another. Actions represent the real-world interactions and outcomes that drive accounts through…

What Is an Action? (Web)

A non-pipeline stage is an alternative state that exists outside your main sales progression. While pipeline stages represent the linear flow of your process, non-pipeline stages represent statuses outside that…

What Is a Non-Pipeline Stage? (Web)

Create and manage workflows from the Terros web app to define your team's sales process. You must have the workflow manage permission.

How to Create and Edit a Workflow (Web)

Control which metrics appear as columns on your stats dashboard by toggling report settings on each workflow stage and action.

How to Configure Workflow Reporting (Web)

A pre-action is a workflow hook that runs before a main action is completed. Pre-actions let you record repeatable activity, like knocks or pitches, without tying that activity to a…

What Are Pre-Actions? (Web)

Workflows

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