Onboarding: Step 3

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

5 articles in this collection
Written by Isobel Honour and Jess Heald

Identify your Sales Model

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

Written by Isobel Honour
Updated over a week ago

Set up your Opportunity Pipelines

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

Written by Jess Heald
Updated over a week ago

Set up your Opportunity Types

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

Written by Isobel Honour
Updated over a week ago

Set up your Quote Pipelines

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

Written by Isobel Honour
Updated over a week ago

Configuring Tax Rates for Cin7

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

Written by Isobel Honour
Updated over a week ago