Charles Fox

OverviewEach user has an assigned role in Trella CRM. The role, in turn, determines what features the user has access to as they use the CRM. This article is an overview of how roles work in Trella...

Overview Once your accounts are set up and assigned to you, you will want to make sure that all of your contacts are up to date. Definition - Contacts are individuals who are found at an account, ...

Overview The previous two steps consisted of a deep dive into the current state of your team broadly and for each individual rep. There are a few times when a sales manager would want to follow the...

 Overview Once you have set up everything else, you are ready to add users. Just as in every other previous step where settings were set up as part of onboarding, most of your users will be set up...

Overview You've set up your accounts and contacts. Those are the foundation of data that allows you to unleash the real core strength of a CRM, managing your visits. At Trella health, we call these...

Overview Trella CRM is a tool designed to make your job easier. The many reports and views of the metrics that track what is going on with referrals and accounts and visits (and more) exist so you ...

OverviewSome basic settings need to be aligned to best support your company's business processes. These settings are found on the Settings page under Setup.In this article, we will describe System ...

Overview We have now reached the part of our journey through Trella CRM where the excitement really heats up - referrals!    In this article Referral Basics Take Action! Let's look at referrals ...

Overview There are a couple more global settings found in the "Customize" section of the Settings page. Here are summaries of the two settings: Objects - This allows you to add additional data f...

Overview Why track activities? We spend a lot of time strategizing and planning in advance. Who should we talk to? What should we say? How frequently do we visit each account or contact? It is impo...