Onboarding: Step 4

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

6 articles in this collection
Written by Isobel Honour

Establish your Document Types

Ensure all customer-facing comms are on-brand.

Written by Isobel Honour
Updated over a week ago

Edit Word/PDF Quote Template

Edit our ready-made Quote Template in minutes to start sending quotations to your customers.

Written by Isobel Honour
Updated over a week ago

Configure a Word Document Template

How to upload Word Documents to be used as Document Templates within the CRM.

Written by Isobel Honour
Updated over a week ago

Configure Email Templates

How to create emails to be used as Document Templates within the CRM.

Written by Isobel Honour
Updated over a week ago

Set up your Email Signature

Outlining how to set email signatures for emails being sent from the CRM.

Written by Isobel Honour
Updated over a week ago

Sending Emails from your Own Domain

Detailed steps on how to send emails from your own domain rather than the default CRM email address.

Written by Isobel Honour
Updated over a week ago