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User

Now you're up & running with Prospect, explore more stock-aware features to help you excel in your role & accelerate business growth!

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Accessing Prospect

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Getting Started

CRM Layout

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Getting Started

Searching for Records

Getting Started

User Preference - Change Date Display Format

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Getting Started

Installing Save To CRM Add-in

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Sales

Using Save to CRM Add-in

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Sales

Sales - Introduction

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Sales

Opportunity, Quotation & Sales Order Records Defined

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Sales

Creating a new Opportunity Record

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Sales

Changing a Status

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Sales

Creating a Quote under an Opportunity or Problem Record

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Sales

Creating a Sales Order

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Sales

Different Ways of Adding Products to a Quote

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Sales

Adding Products to Quote Using Quick Search

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Sales

Adding Products to Quote using Multi-line Order Entry

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Adding Products to a Quote from Recent Purchase History

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Sales

Importing Products to a Quote from a CSV/Excel File

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Sales

Setting a Sales Ledger

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Sales

Confirming a Quote Record

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Sales

Confirming a Sales Order

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Sales

Quoting & Sales Pipelines in B2B Wholesale, Distribution & Manufacturing Businesses

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Sales

Using your Quote Document Template

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Tasks and Recalls

Setting a Task/Recall

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Tasks and Recalls

Adding a Note

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Customer Services

Logging a Problem

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Customer Services

Standard Service Reports Available

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Basic Record Management

Basic Record Management - Introduction

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Basic Record Management

Creating a New Business Contact

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Basic Record Management

Creating an Individual Contact

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Basic Record Management

Creating a New Contact Under an Existing Division

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Basic Record Management

Creating a New Division Under an Existing Company

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Basic Record Management

Marking a Contact as 'Left Company'

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Basic Record Management

Deleting a Contact Record

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