Onboarding: Step 1

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

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

Set Up your Delivery Charges

How to set up manual or automatic delivery charges.

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!

Written by Jess Heald
Updated over a week ago

Set Up your Quote Pipeline

Helping you to set up your Quote Pipelines to ensure quotation processes are followed company-wide.

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!

Written by Jess Heald
Updated over a week ago

Identify your Sales Model

This article outlines how the CRM can help support your sales model.

Written by Isobel Honour
Updated over a week ago

Set Up your Opportunity Types

This article will outline how to set up Opportunity Types within the CRM.

Written by Isobel Honour
Updated over a week ago