Terros

The Toolbox is your management hub for team oversight, performance tracking, and administrative tools—all in one place.

Toolbox Overview (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 Contacts (Mobile)

View all accounts (leads, prospects, and customers) assigned to you.

My Accounts (Mobile)

Track shadow sessions where managers observe reps in the field.

Team Shadows / My Shadows (Mobile)

Track one-on-one interview sessions between managers and team members.

Team 1:1s / My 1:1s (Mobile)

View and track progress on quarterly goals and plans.

Team Quarterly Plan / My Plans (Mobile)

Track and review meeting attendance for yourself or your team over time.

Meeting Attendance (Mobile)

Hunter Allred

Details about all the Tools in the Toolbox on Mobile App

Toolbox

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