Getting Started with Prospect CRM

New to the system? These articles will take you through the basics, helping you get the system up and running.

Isobel Honour avatarJessica Nash avatar
2 authors25 articles

The Magic Matrix

Get your Magic Matrix set up and browse our FAQs to unlock the power of Prospect CRM’s cross-sell and upsell capabilities!

Jessica Nash avatarIsobel Honour avatar
2 authors4 articles

RFM Analysis

Our RFM Analysis articles guide you through the essentials of customer segmentation - from initial setup to the analysis of your data.

Jessica Nash avatarIsobel Honour avatarAbby Whitwham avatar
3 authors4 articles

Quote-to-Order Workflow

Discover how Prospect CRM can help you increase your quote-to-order workflow productivity, and explore the capabilities of our quoting functions.

Isobel Honour avatarJessica Nash avatar
2 authors28 articles

General Settings & Configuration

These articles demonstrate the flexibility of your system settings, so you can start configuring Prospect CRM to suit your business needs.

Isobel Honour avatarJessica Nash avatarJason Ronald Howard avatar
8 authors129 articles

General Help & FAQs

Need help with your system? Browse the most frequently asked questions and find a quick solution.

Isobel Honour avatarJessica Nash avatarAbby Whitwham avatar
7 authors80 articles

Sales Opportunity Process

Start capturing leads and progressing them through your opportunity pipelines with the help of these articles.

Isobel Honour avatarJessica Nash avatarGeorge Sutton avatar
4 authors50 articles

Customer Service

Learn all you need to know about problem pipelines, customer service reports & Prospect CRM’s ticketing system.

Isobel Honour avatar
1 author5 articles

Documents, Libraries and Email Integration

Find out how to use Prospect CRM to create, save, import & export documents.

Isobel Honour avatarJessica Nash avatarAndrew Ardron avatar
3 authors14 articles

CRM Libraries

Get to know Prospect CRM’s Library feature and connect your trade portal to create a unified experience with online orders.

Isobel Honour avatar
1 author4 articles


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.

Isobel Honour avatarJessica Nash avatarAndrew Ardron avatar
3 authors18 articles


Learn how to establish an online presence with Prospect CMS and start generating traffic to optimise your sales growth.

Isobel Honour avatarPaul Holland avatarJessica Nash avatar
3 authors36 articles


Explore all things Marketing with our articles to help you generate leads, set up campaign activities & get more contacts in your system.

Jessica Nash avatarIsobel Honour avatarAbby Whitwham avatar
5 authors17 articles

Developer & API

Discover some of the more complex functions available with Prospect CRM, and get technical with our productivity integration partners.

Andrew Ardron avatarIsobel Honour avatarPaul Holland avatar
4 authors8 articles

Prospect CRM Dashboards

Get to grips with the Prospect CRM interface by learning more about the various dashboards available on your system.

Isobel Honour avatarJessica Nash avatar
2 authors8 articles


Connect your apps with Prospect CRM and learn more about making the most of our integration capabilities.

Jessica Nash avatarIsobel Honour avatarKyran O'Neill avatar
4 authors9 articles

Release Notes

Stay up to date with what's new in Prospect CRM with our latest versions release notes.

MAndrew Ardron avatarJessica Nash avatar
3 authors57 articles

Free Trial Material

Just signed up? This is your one-stop shop for all things Prospect CRM to help you make the most of your Free Trial!

Isobel Honour avatarJessica Nash avatar
2 authors12 articles

Growth Hub

Learn how the Growth Engine can maximise business growth!

Jessica Nash avatar
1 author10 articles
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