These articles will help show you how to change certain parts of the CRM to better suit your business.
These articles will give you a hand with any queries about creating, saving, importing or exporting documents.
These articles will help with any queries about settings, options and more specific functionality of the CRM.
These articles will help you get the most out the Report Builder and show you different ways to sort, filter and analyse your data.
Technical information on known problems
These articles will help you get started with using the CMS.
These articles will help with setting up your Campaigns, adding Contacts to them and much more.
All articles in this category appear on our Academy site's Onboarding page (Step 1). Visit academy.prospectsoft.com!
All articles in this category appear on our Academy site's Onboarding page (Step 2). Visit academy.prospectsoft.com!
All articles in this category appear on our Academy site's Onboarding page (Step 3). Visit academy.prospectsoft.com!
All articles in this category appear on our Academy site's Onboarding page (Step 4). Visit academy.prospectsoft.com!
All articles in this category appear on our Academy site's Onboarding page (Step 5). Visit academy.prospectsoft.com!
All articles in this category appear on our Academy site's Onboarding page (Step 6). Visit academy.prospectsoft.com!
All articles in this category appear on our Academy site's Free Trialist page. Visit academy.prospectsoft.com!
Whether it be shiny new features & functionality, or bug fixes and tweaks, Tech Corner articles are ideal for those self-confessed techys out there!
Take more orders more quickly by optimising your Quote-to-Order Workflow!
