Onboarding: Step 4

All articles in this category appear on our Academy site's Onboarding page (Step 4). Visit academy.prospectsoft.com!

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

Don't Make After Sales an After Thought

Understanding how using Problems in Prospect CRM can ensure you don't make after sales an after thought.

Written by Isobel Honour
Updated over a week ago

Set Up your Problem Pipelines

Here's how to set up your Problem Pipelines so your customer-facing teams can quickly & efficiently record client issues.

Written by Jess Heald
Updated over a week ago

Configure your Problem Types

Let us show you how to categorise your customer queries into Problem Types in Prospect CRM.

Written by Jess Heald
Updated over a week ago