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Onboarding: Step 4

Onboarding: Step 4

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

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6 articles in this collection
Written by Isobel Honour

Establish your Document Types

Ensure all customer-facing comms are on-brand.
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Written by Isobel Honour
Updated over a week ago

Edit Word/PDF Quote Template

Edit our ready-made Quote Template in minutes to start sending quotations to your customers.
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Written by Isobel Honour
Updated over a week ago

Configure a Word Document Template

Discover how to upload Word Documents to use as Document Templates within the CRM.
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Written by Isobel Honour
Updated over a week ago

Configure Email Templates

Create emails to be used as Document Templates within the CRM to make email sending lightning fast.
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Written by Isobel Honour
Updated over a week ago

Set up your Email Signature

Outlining how to set email signatures for emails being sent from the CRM.
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Written by Isobel Honour
Updated over a week ago

Sending Emails from your Own Domain

Detailed steps on how to send emails from your own domain rather than the default CRM email address.
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Written by Isobel Honour
Updated over a week ago
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