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