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Sales Opportunity Process
Sales Opportunity Process
45 articles in this collection
Written by
Isobel Honour,
Jessica Nash,
and
Matilda Gardener
How to Re-order Products
Learn two quick ways to place repeat sales orders through Prospect CRM.
Written by
Isobel Honour
Updated over a week ago
Selecting which Default Address to Populate Delivery Address
Choose which default address stored within Prospect CRM is used to populate delivery addresses on Quotes and Orders.
Written by
Isobel Honour
Updated over a week ago
How to Enable Description-Only Lines
This article outlines how to enable Description-Only Lines for Prospect Quotes.
Written by
Matilda Gardener
Updated over a week ago
Creating an Enquiry
Use Enquiries to quickly capture basic details about a lead.
Written by
Jessica Nash
Updated over a week ago
Set Default DEAR Inventory Sales Status and Sales Type for Orders
Learn how to set your default DEAR Inventory Sales Status & Sales Type.
Written by
Isobel Honour
Updated over a week ago
Creating Sales Goals in Prospect CRM
Setting Goals for your business can be an important factor in your success. Here's how to configure your Sales Goals.
Written by
Isobel Honour
Updated over a week ago
Setting a Minimum Quote/Order Margin
Make sure you're not losing money when discounting products by setting a minimum margin.
Written by
Matilda Gardener
Updated over a week ago
What is an ICP & Why is it Important?
Refine your Ideal Customer Persona (ICP) to help understand who you should be targeting.
Written by
Jessica Nash
Updated over a week ago
Enabling Goals in Prospect CRM (Preview)
Setting Goals for your business can be an important factor in your success. Here is how to enable Prospect Goals.
Written by
Isobel Honour
Updated over a week ago
Confirming your Prospect's First Order
How to confirm your prospect's first order via the CRM straight into your integrated Inventory Management, Accounting or ERP system.
Written by
Isobel Honour
Updated over a week ago
Enabling Unleashed Sales Order Group on Quotations & Sales Orders
How to enable & set Unleashed's Sales Order Groups on Quotes & Sales Orders within Prospect CRM.
Written by
Isobel Honour
Updated over a week ago
Taking Card Payments Using Stripe
Learn how to use Stripe to take card payments for orders confirmed via the CRM.
Written by
Isobel Honour
Updated over a week ago
Editing Displayed Columns for Quote Lines
Easily change the columns that are displayed when viewing quote lines on a Quote or Sales Order.
Written by
Isobel Honour
Updated over a week ago
Default Setting for Recalculating Pricing & Discounts
How to turn on the Default Setting for Recalculating Pricing & Discounts when Copying Products from other Quotes.
Written by
Isobel Honour
Updated over a week ago
Quote Line Search Options
Disable or Enable Suggested Products or Recently Searched options for Quote Line Product Search.
Written by
Isobel Honour
Updated over a week ago
Setting up Stripe Integration
Stripe allows you to take card payments for orders placed via Prospect CRM.
Written by
Isobel Honour
Updated this week
Confirming a Quote
This article outlines how to confirm a Quote within the CRM.
Written by
Isobel Honour
Updated over a week ago
Confirming a Sales Order
This article shows you how to confirm a Sales Order within Prospect CRM.
Written by
Isobel Honour
Updated over a week ago
Resequencing Upsell Manager Products
This article outlines how to resequence Upsell Manager products on a Quote.
Written by
Isobel Honour
Updated over a week ago
Adding Quote Groupings to a Quote (Preview)
This articles outlines how to add Quote Groupings to your Quote.
Written by
Isobel Honour
Updated over a week ago
Reserving Stock when Quoting
This article outlines how to reserve stock when quoting within the CRM.
Written by
Isobel Honour
Updated over a week ago
Reserving Stock for Pre-season Estimates
This article outlines how to reserve stock for pre-season estimates when quoting within the CRM.
Written by
Isobel Honour
Updated over a week ago
Copying Quote Lines
This article outlines how to copy existing Quote lines to a new Quote.
Written by
Isobel Honour
Updated over a week ago
Adding Products to a Quote Using Quick Search
This article outlines how to add products to a Quote using the Quick Search.
Written by
Isobel Honour
Updated over a week ago
Adding Products to a Quote using Multi-line Order Entry
This article outlines how to add products to your Quote using Multi-line Order Entry
Written by
Isobel Honour
Updated over a week ago
Using your Product Restrictions
This article outlines how to use your configured Product Restrictions within the CRM.
Written by
Isobel Honour
Updated over a week ago
3 Reasons why you should use Product Restrictions
This article outlines particular scenarios when product restrictions within the CRM could help your business.
Written by
Isobel Honour
Updated over a week ago
Adding Products to a Quote from Recent Purchase History
This article outlines how to add products using the Recently Purchased search to your Quote.
Written by
Isobel Honour
Updated over a week ago
Performing Bulk Actions on Quote Lines
This article outlines how to perform bulk actions when editing Quote lines on a Quote within the CRM.
Written by
Isobel Honour
Updated over a week ago
Configuring Opportunity Statuses
This article outlines how to configure your Opportunity Statuses within the CRM.
Written by
Isobel Honour
Updated over a week ago
Configure Opportunity Analysis
Categorise your Opportunities and improve reporting using Opportunity Analysis.
Written by
Isobel Honour
Updated over a week ago
Configure Opportunity Size & Margin
This article will outline how to configure your Opportunity Size & Margin within the CRM.
Written by
Isobel Honour
Updated over a week ago
Configure your Opportunity Sources
Track where sales opportunities come from using Opportunity Sources.
Written by
Jessica Nash
Updated over a week ago
Sales: Introduction
This article introduces the sales topic and which levels of the CRM Hierarchy it will focus on.
Written by
Isobel Honour
Updated over a week ago
Standard Sales Reports Available
This article outlines the standard Sales Reports available within the CRM.
Written by
Jessica Nash
Updated over a week ago
Using your Quote Document Template
This article outlines how to use your Quote Document templates within the CRM.
Written by
Isobel Honour
Updated over a week ago
Worst, Likely & Best Figures Explained
This article helps to explain how Worst, Likely & Best figures are calculated within the CRM.
Written by
Isobel Honour
Updated over a week ago
Using Opportunity Pipelines
This article outlines how to use the Opportunity Pipelines within the CRM for your Sales Opportunity Process.
Written by
Isobel Honour
Updated over a week ago
At a Glance Information - Company Level
This article outlines where you can find the At a Glance information at Company level within the CRM.
Written by
Isobel Honour
Updated over a week ago
Creating a Quote Under a Company/Contact
This article outlines how to create a Quote under a Company or Contact.
Written by
Isobel Honour
Updated over a week ago
Creating a New Opportunity
This article outlines how to create a new Opportunity under a Contact.
Written by
Isobel Honour
Updated over a week ago
Creating a Quote under an Opportunity or Problem
This article outlines how to add product lines and create a Quote under a Opportunity or Problem.
Written by
Isobel Honour
Updated over a week ago
Changing a Status
This article outlines how to set and change a status on an Opportunity or Problem.
Written by
Isobel Honour
Updated over a week ago
Setting a Sales Ledger on a Company
This article will outline how to search for and associate a Sales Ledger with a Company.
Written by
Isobel Honour
Updated over a week ago
Creating a Sales Order
This article shows you how to create a Sales Order within Prospect CRM.
Written by
Isobel Honour
Updated over a week ago