Onboarding: Step 2

All articles in this category appear on our Academy site's Onboarding page (Step 2). Visit academy.prospectsoft.com!

4 articles in this collection
Written by Isobel Honour

Segmenting your Customers & Prospects

Maximise your average order values by segmenting your customers & prospects to help improve your marketing data.

Written by Isobel Honour
Updated over a week ago

Configure your Company Types

Company Types are used to categorise your records, such as; Prospect, Customer, Competitor, Supplier, Partner etc.

Written by Isobel Honour
Updated over a week ago

Configure your Industries

The Industry drop-down in Prospect helps classify businesses according to the type of industry/field they're in.

Written by Isobel Honour
Updated over a week ago

Configure your Contact Roles

Contact Roles allow you to categorise people based on how you'd reference them e.g. Main Decision Maker, Main Buyer, Junior Buyer etc.

Written by Isobel Honour
Updated over a week ago