Charles Fox

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...

Overview Once you have logged in, you need to home in on your team's book of business, that is, your reps' accounts, contacts, calendar of events, and referrals. In sum, you will be evaluating your...

Overview The territory structure in Trella CRM is critical to all of the important data relationships in Trella CRM. The structure in the CRM works best if it is set up to parallel your company's o...

Overview Your accounts are the foundation upon which all of your CRM data is built. For this reason, validating the accounts in your book of business is the starting point for any user of Trella CR...

Overview In step two, you reviewed the overall performance of your team using the Advanced AE Summary report. In this step, you will focus on each of your sales reps individually using the Detailed...

Overview Each 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 Trell...

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...