Charles Fox

March 2024 User Page Updates! We've updated the User page to more clearly sort users into the correct group! Below you'll find a more detailed explanation of each group of users! Active Users now...

Overview The Goals page is a tool that allows managers to create goals for their reps in order to make their expectations clear. Then, reps (and their managers) can track the progress of the goals ...

OverviewTrella CRM can now bring referral, order, accounts, contacts, expenses, and event updates directly to you via your mobile devices! After enabling mobile notifications for the Trella CRM app...

Mobile App Versions Released Android 23.10.1: Released 10/9​ Calendar Subscription​ Referral and Order Mobile Notifications​ 23.10.2: Released 10/20​ Mobile Notifications​ Settings​ Add...

Overview The Calendar Subscription feature allows you to set up a one-way feed from your calendar in CRM to Microsoft Outlook, Google Calendar or Apple Calendar. Your "external" calendar will updat...

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...