Web Video Content
All videos for the Web
By Hunter1 author33 articles
- Users Overview Video (Web)Tour the Users page in the Terros web app and learn how to find a person and read their profile.
- Using the Terros Help Center and Documentation Video (Web)Find the right Terros support resource: customer-facing Help Center articles or technical API documentation.
- Exports Overview Video (Web)See how to export Terros data from the web app, from choosing a data set to downloading the finished file.
- Understanding Roles and Permissions Video (Web)Understand how roles and permissions determine what users can access across all Terros platforms.
- Area Management Overview Video (Web)Learn how to find and review territories in Area Management on the Terros web app.
- Configuring the Customer Map Video (Web)Choose which workflow stages appear as customers on the Terros web Customer Map, and update the company icon used to represent them.
- Accounts Overview Video (Web)Find accounts in the Terros web app, search and filter the list, customize the view, and open an account to review its details and workflow progress.
- Teams Overview Video (Web)Explore Teams in Terros web: switch between List and Hierarchy views, find a team, review members and subteams, and understand how team structure affects access and reporting.
- Troubleshooting and Getting Help Video (Web)Troubleshoot Terros web loading or sign-in issues with refresh and browser checks, check service status, and contact Support from the app or by email.
- General Company Settings Video (Web)Update your company name, logo, and customer-map icon in Terros web General Settings, then verify the changes on the company profile.
- Creating and Managing API Keys Video (Web)Create and manage Terros web API keys for integrations: choose permissions and expiration, store the one-time key securely, and edit or revoke keys when needed.
- Skill Insights Overview Video (Web)Learn how to filter Skill Insights recordings, review scores and transcripts, and find conversations to coach or share.
- Task Management Overview Video (Web)Learn how to find and archive an outdated task causing Task Lockout, verify access is restored, and unarchive a task if needed.
- Adding and Managing Users Video (Web)Learn how to add a Terros user, assign team roles, edit their profile, reset their password, and archive or restore access.
- Assigning and Managing Areas Video (Web)Learn how to draw an area on the web map, assign it to a user or team, and review, reassign, or remove its assignment.
- Company Configuration and Preferences Video (Web)Explore Company Configuration in Terros web and manage company defaults and team overrides for Canvass, Calendar, Reports, Recorder, and Users & Teams.
- Creating and Managing Pitch Scorecards Video (Web)Create a conversation scorecard in Terros web with categories, questions, scoring criteria, and points, then choose when to use it as the default.
- Creating and Managing Custom Fields Video (Web)Create and manage workflow custom fields for accounts, teams, or users in Terros web, including choices, role access, field order, and Trash.
- Managing Closer Availability Video (Web)Set a recurring closer schedule for a company or team in Terros web and check available appointment times on the Calendar.
- Activity Overview Video (Web)Learn how to review workflow activity in Terros web, filter by date, action, user, or location, and open or export the results.
- Settings Overview Video (Web)Tour Terros web Settings and find where to manage company and team preferences, workflows, permissions, custom fields, and other tools.
- Area Management Overview for Fiber Video (Web)Learn how to use Map and List views, filters, and bulk assignment to find and assign Fiber accounts in Terros web.
- Understanding Account Workflow History Video (Web)Learn how to read an account's workflow history in Terros web, including past stages, actions, users, and timestamps.
- Managing Permissions Video (Web)Learn how to manage permissions in Terros web for roles, teams, and users, including scopes, inherited access, and overrides.
- Managing Custom Navigation Links Video (Web)Learn how to add and edit custom links in Terros web navigation, including destinations, visibility, and icons.
- Importing Data Video (Web)Learn how to import data into Terros web, using an account CSV to walk through setup, column mapping, results, and error fixes.
- MyCard Getting Setup Video (Web)Set up MyCard in Terros web as the Admin for the first time to enable it for all reps. This must be done before reps can use MyCard on their…
- Assigning and Managing Accounts - No Drawn Area Video (Web)Learn how to filter and bulk-assign accounts in Area Management on Terros web without drawing an area, including when to assign them to a team or user.
- Workflow Reporting Video (Web)Learn how to configure workflow actions and stages for reporting, test the metrics, and add their columns to Stats in Terros web.
- Creating and Managing Roles Video (Web)Learn how to create a custom role in Terros web, assign it to a team member, and manage its details and permissions.
- Adding and Editing Teams Video (Web)Learn how to add and edit teams in Terros web, place subteams in the right hierarchy, and move, archive, or restore a team.
- Creating Custom Stats Video (Web)Learn how to create a percentage-based custom stat in Terros web, choose compatible workflow metrics, and add the result to Stats.
- Activity Trail Overview Video (Web)Learn how to review a rep's daily Activity Trail in Terros web using the map, timeline, and recorded activity breakdown.