Home
Details about the Home tab on the Mobile App
How to Use External Links (Mobile)A guide to accessing External Links from the Terros mobile app.
Task Lockout (Mobile)If you're locked out of the app and can't access certain features due to incomplete tasks, here's what to do:
Programs (Mobile)Programs in Terros help companies assign structured training and onboarding tasks to their team members. Access Programs from the Home tab under My Tasks.
Toolbox
Details about all the Tools in the Toolbox on Mobile App
Toolbox Overview (Mobile)The Toolbox is your management hub for team oversight, performance tracking, and administrative tools—all in one place.
My Contacts (Mobile)My Contacts shows a list of all the door contacts (dispositions) you've made while canvassing. Use this to review your contact history, see which dispositions you've set, and quickly navigate…
My Accounts (Mobile)View all accounts (leads, prospects, and customers) assigned to you.
Team Shadows / My Shadows (Mobile)Track shadow sessions where managers observe reps in the field.
Team 1:1s / My 1:1s (Mobile)Track one-on-one interview sessions between managers and team members.
Team Quarterly Plan / My Plans (Mobile)View and track progress on quarterly goals and plans.
Meeting Attendance (Mobile)Track and review meeting attendance for yourself or your team over time.