Sales Rep's Quick Start Guide

Looking for a step-by-step guide through everything you'll need to get started? Want a training program you can follow at your own pace? Follow our Marketer Quick Start Guide and Marketer Next Steps tutorials to build a strong, foundational Trella CRM experience.

• Sales Rep Quick Start - Overview

  Overview This article contains the steps you will want to follow to get started using Trella CRM.  A couple critical...
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• Step 1 - Logging in to Trella CRM

  Trella CRM Account Basics New User A new Trella CRM user should receive a welcome email from their company account ad...
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• Step 2 - Check Your Accounts

  Overview Your accounts are the foundation upon which all of your CRM data is built. For this reason, validating the a...
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• Step 3 - Add Key Contacts

  Overview Once your accounts are set up and assigned to you, you will want to make sure that all of your contacts are ...
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• Step 4 - Build your Calendar of Events

  Overview You've set up your accounts and contacts. Those are the foundation of data that allows you to unleash the re...
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• Step 5 - Viewing Referrals

  Overview We have now reached the part of our journey through Trella CRM where the excitement really heats up - refer...
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• Step 6 - Track your Activity

  Overview Why track activities? We spend a lot of time strategizing and planning in advance. Who should we talk to? Wh...
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• Step 7 - Review your Performance

  Overview One of the rewards for all of your efforts and diligence in following the process up to this point is that T...
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• Interim Content

  Overview The past year has included enormous changes for Trella CRM. In addition to huge changes to the product that ...
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• Step 2: Managing a Book of Business for Sales Reps

  OverviewManaging your book of business (BoB) refers to the tactical tasks of adding accounts, contacts, and events to...
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