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Onboarding: Step 1

Onboarding: Step 1

All articles in this category appear on our Academy site's Onboarding page (Step 1). Visit academy.prospectsoft.com!

Isobel Honour avatar Jess Heald avatar
6 articles in this collection
Written by Isobel Honour and Jess Heald

Identify your Sales Model

Understanding how Prospect CRM can help support your sales model to grow your Wholesale, Distributor or Manufacturing business.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Set Up your Opportunity Pipelines

Here's how to set up your Opportunity Pipelines so your customer-facing teams can manage each sale, step by step!
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Set Up your Opportunity Types

This article will outline how to set up Opportunity Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Set Up your Quote Pipelines

Helping you to set up your Quote Pipelines to ensure quotation processes are followed company-wide.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Set Up your Delivery Charges

How to set up manual or automatic delivery charges.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Add Upsell Options

Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!
Jess Heald avatar
Written by Jess Heald
Updated over a week ago
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