ProspectSoft

Understanding how Prospect CRM can help support your sales model to grow your Wholesale, Distributor or Manufacturing business.

Identify your Sales Model

Here's how to set up your Opportunity Pipelines so your customer-facing teams can manage each sale, step by step!

Opportunity Types help categorise your Opportunities by what type of sale it is.

Helping you to set up your Quote Pipelines to ensure quotation processes are followed company-wide.

Set up Tax Rates to ensure correct Tax is applied to your customer's orders.

All articles in this category appear on our Academy site's Onboarding page (Step 3). Visit academy.prospectsoft.com!

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