Charles Fox

Overview You can perform "Dynamic Reporting" when you customize reports to include columns of data you want to see, and remove columns of data you don't need to see. Dynamic field reporting provide...

OverviewWhat is Coaching?Coaching is a feature in Trella CRM that gives managers easy access to custom forms that enable them to provide targeted and documented coaching to their sales reps during ...

January 29, 2025 Turned off MA/Commercial 65+ table What: Turned off the table 'SNF Analyze Page > Medicare Advantage/Commercial > Medicare Advantage/Commercial (Age 65+) Patient Volume' Why: D...

Overview On the Leads page in Trella CRM you can create and manage your leads. If you have been using Trella CRM, the layout and tools on the Leads page will be familiar.    In this article Comm...

New Feature: Leads What: Expanding ability to create community referral leads or prospect referral sources into CRM Benefits: Documenting new potential referral sources Documenting potent...

Overview On July 24th, 2024, some user account tasks and settings managed by Trella CRM account administrators will be moved from the CRM Settings page within Trella CRM to the more centralized Tre...

 In this article This article contains a list of some specific settings for goals that focus on important tasks in Trella CRM. How to Create a New Goal Admits Goal Referral Goal Insurance Specifi...

Q2 Recap Video The Trella team is thrilled to have released some exciting features and enhancements in Q2. Watch our 5-minute video recap to stay up-to-date on some of the top items now available i...

Overview The Calendar page is both a resource and a tool. As a resource, you can quickly view your current visits with your contacts by day, week, month, year or agenda. As a tool, you can easily s...