Referral Groups From the main menu under Client Management, click Client Leads. Click Add Referral Group. In TESS, leads are managed through Referral Groups. A group can be anything that makes sense for the way you manage clients. Events, websites, ...
These are recorded versions of some of our training sessions. Check back for udpated videos soon (or keep an eye on our Facebook page and User group. Administration and Agency Management - 12/11/2018 Automation and Client Portals - 8/28/2018 Building ...
Join us in a live webinar to learn more about TESS! Click the links to register for a session. Introduction to TESS In this session, we give an overview of the system for agencies who are new or are considering trying TESS. We cover the basics ...
Welcome to TESS Training! Here you can find resources to help you get started with TESS, or become a TESS expert! Use the TESS Training menu to find the section you need. Use the Table of Contents to navigate through a training section. Use the ...
Getting Started Tip Building a proposal is very similar to building an itinerary in a Trip. If you are not familiar with itineraries, take a moment to review that section of the documentation here: https://docs.trytess.com/trips/itineraries/ ...