Prospect CRM Dashboards
7 articles in this collection
Written by Jess Heald
Written by Jess Heald
RFM Insights
Understand the meaning of each RFM segment, and get actionable insights to proactively follow up with the right message at the right time.
Written by Jess Heald
Updated this week
Updated this week
Sales Rep Dashboard
Become a Sales hero with our Sales Rep Dashboard, and sell more in less time - every time!
Written by Jess Heald
Updated over a week ago
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.
Written by Jess Heald
Updated over a week ago
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!
Written by Jess Heald
Updated this week
Updated this week
Account Manager Dashboard
Learn how the Account Manager Dashboard helps you to retain customers, look after them, upsell them and if necessary reactivate them!
Written by Jess Heald
Updated this week
Updated this week
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!
Written by Jess Heald
Updated over a week ago
Updated over a week ago
Prospect CRM Dashboards
Prospect CRM Dashboards are focused on helping you manage and drive growth throughout your business.
Written by Jess Heald
Updated over a week ago
Updated over a week ago