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New to the system? These articles will take you through the basics, helping you get the system up and running.
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Get your Magic Matrix set up and browse our FAQs to unlock the power of Prospect CRM’s cross-sell and upsell capabilities!
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Our RFM Analysis articles guide you through the essentials of customer segmentation - from initial setup to the analysis of your data.
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Discover how Prospect CRM can help you increase your quote-to-order workflow productivity, and explore the capabilities of our quoting functions.
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These articles demonstrate the flexibility of your system settings, so you can start configuring Prospect CRM to suit your business needs.
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Need help with your system? Browse the most frequently asked questions and find a quick solution.
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Start capturing leads and progressing them through your opportunity pipelines with the help of these articles.
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Learn all you need to know about problem pipelines, customer service reports & Prospect CRM’s ticketing system.
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Find out how to use Prospect CRM to create, save, import & export documents.
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Get to know Prospect CRM’s Library feature and connect your trade portal to create a unified experience with online orders.
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Sort, filter & analyse your data with Prospect CRM’s report building tool as these articles walk you through the steps to create the ultimate metrics manager.
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Learn how to establish an online presence with Prospect CMS and start generating traffic to optimise your sales growth.
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Explore all things Marketing with our articles to help you generate leads, set up campaign activities & get more contacts in your system.
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Discover some of the more complex functions available with Prospect CRM, and get technical with our productivity integration partners.
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Get to grips with the Prospect CRM interface by learning more about the various dashboards available on your system.
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Connect your apps with Prospect CRM and learn more about making the most of our integration capabilities.
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Stay up to date with what's new in Prospect CRM with our latest versions release notes.
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Just signed up? This is your one-stop shop for all things Prospect CRM to help you make the most of your Free Trial!
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Learn how the Growth Engine can maximise business growth!