Charles Fox

Overview It is kinda impossible to overstate the power of a properly utilized CRM in the hands of a sales manager. We won't attempt to tell you your job, but we will tell you our job, which is to c...

September Mobile App Versions Released Android:​ 23.9.1 iOS: 23.9.1   Web Update! Daily Visit Report with Contact Details gets new date ranges! Thanks to everyone who submitted an reques...

Overview Customer Relationship Management (CRM) software requires a lot of detailed setup. But... A lot of settings are defaults. You can change many settings later. The Trella Health team will he...

Overview This article contains the steps you will want to follow to get started using Trella CRM.  A couple critical items Although this content is designed as "Get you Started" content, many of ...

  In this article Introduction Enter Business Lines Build Your Sales Territory Hierarchy Sales Territory Configuration Sales Territory Management Map Sales Territories Determine Referral Ownersh...

Overview When looking at metrics for a selected physician, it is helpful to know how Trella Health creates those metrics. It is important to remember that Medicare claims don't contain any referral...

Overview In the section How Do I Stand Out, you will find metric breakouts based on Diagnostic Groupings. These groups, in general, contain similar diagnoses that align with an organ system or rela...

Market Spotlight and Sales Spotlight are powered by Trella Insights and only visible if you have purchased Trella Insights. Interested in Trella Insights? Reach out to your Customer Success Manage...

Trella CRM Account Basics New User A new Trella CRM user should receive a welcome email from their company account administrator with basic login information. If you know that your company has begu...

On the Settings page you will find a menu of links that provide access to the settings that determine how Trella CRM is set up for your company. The different links open different content in the Se...