Video Tutorials

Dashboard

 

 

My Profile


 

 

Reporting

 

 

Leads Overview

 

 

Leads

 

 

New Lead Button

 

 

Contacts

 

 

Accounts

 

 

Calendar Create Event

 

 

Discussions, Tasks, and Notes

 

 

Adding a Document

 

 

Actions Button

 

Payments 

 

Prioritize Tasks

 

Mass Event Editor 

 

Signatures

 

Out of Office Responder

 

Repeating Notes

 

Find Your Tripleseat Lead Form Link

 

Notifications and Discussion Preview!

 

Discussion Center!

 

Fiscal Periods

 

How to apply additional fee's to unmet minimum's!

 

Lost Reason Dropdown

 

Email Template Included In Reply

 

My Profile

 

Converting a Lead

 

New Event

 

Quick Navigation

 

Event Sales Summary Report

 

Edit a Picklist

 

Waitlist Video

 

Library Folders By Location

 

Have more questions? Submit a request

Comments