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Prospect CRM Dashboards

Prospect CRM Dashboards

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7 articles in this collection
Written by Jess Heald

RFM Insights

Understand the meaning of each RFM segment, and get actionable insights for each segment to proactively fo
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Written by Jess Heald
Updated over a week ago

Sales Rep Dashboard

Become a Sales hero with our Sales Rep Dashboard, and sell more in less time - every time!
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Written by Jess Heald
Updated over a week ago

Custom/URL-based Dashboards

Embed custom or URL-based dashboards into Prospect CRM, saving your team the hassle of switching between multiple apps.
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Written by Jess Heald
Updated over a week ago

Sales Manager Dashboard

Get a 360° view of your Sales performance, team and projected results using the Sales Manager Dashboard!
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Written by Jess Heald
Updated over a week ago

Account Manager Dashboard

Learn how the Account Manager Dashboard helps you to retain customers, look after them, upsell them and if necessary reactivate them!
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Written by Jess Heald
Updated over a week ago

Setting Up & Configuring Dashboards

Before you start using the Prospect CRM Dashboards, set up your preferences and configure Dashboards to your liking following these steps!
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Written by Jess Heald
Updated over a week ago

Prospect CRM Dashboards

Prospect CRM Dashboards are focused on helping you manage and drive growth throughout your business.
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Written by Jess Heald
Updated over a week ago