User | Intermediate
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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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Sales Opportunity

Nearby Division Search

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Sales Opportunity

Creating a Sales Ledger

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Sales Opportunity

Worst, Likely & Best Figures Explained

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Sales Opportunity

At a Glance Information - Division Level

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Sales Opportunity

Standard Sales Reports Available

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Sales Opportunity

Using Opportunity Pipelines

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Sales Opportunity

Sending an Email from the CRM

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Quoting and Sales Order Processing

Adding Quote Groupings to a Quote Record

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Quoting and Sales Order Processing

Reserving Stock for Pre-season Estimates

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Quoting and Sales Order Processing

Reserving Stock when Quoting

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Quoting and Sales Order Processing

CRM Product Creation

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Quoting and Sales Order Processing

Using Product Packs when Quoting

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Quoting and Sales Order Processing

Different Upsell Manager Links Explained

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Quoting and Sales Order Processing

Using Upsell Manager Links when Quoting

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Quoting and Sales Order Processing

Resequencing Upsell Manager Products

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Quoting and Sales Order Processing

Copying Quote Lines

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Quoting and Sales Order Processing

3 Reasons why you should use Product Restrictions

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Quoting and Sales Order Processing

Using your Product Restrictions

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Quoting and Sales Order Processing

Allow editable descriptions, prices & discounts on a Quote

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Customer Services

Standard Service Reports Available

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Customer Services

Using Problem Pipelines (Admin User)

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Record Management

Using the Next & Previous Record Buttons

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Record Management

Sharing CRM Records

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Record Management

Creating Appointments

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Record Management

Categorising Saved Emails Using Save to CRM Add-in

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Record Management

Accessing Customer Accounts within Cloud Accounting/ERP Systems

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Record Management

Managing Email Attachments

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Record Management

Configure your Company Types

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Record Management

User Preference - Setting Recall Limits

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Record Management

Performing Bulk Actions on Quote Lines

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Record Management

Configuring Product Restrictions (Admin User)

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Record Management

Changing a Parent Record

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Record Management

Setting a Relationship

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Record Management

Setting an Account Manager on a Division Record

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Record Management

Changing or Adding Secondary Address to a Contact

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Record Management

Uploading a Photo Using a Mobile Device

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Record Management

Marking a Contact as 'Left Company'

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Record Management

Deleting a Contact Record

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Reporting

Report Builder

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Reporting

Performing Bulk Updates

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Reporting

Exporting a Report to Excel

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Marketing

Splitting Campaign Activities

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Marketing

Email Marketing Integration

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Marketing

Creating a Campaign & Campaign Activity

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Marketing

Setting a Contact's Preference Flag

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Marketing

Adding a Contact to a Campaign Activity

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Marketing

Adding Contacts from a Report to a Campaign Activity

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Marketing

Email Marketing Results

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eCommerce

Adding Google Analytics Tracking Code

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eCommerce

Performing a Bulk Image Upload

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eCommerce

Updating a Web Extended Description

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eCommerce

Updating Web Catalogue Options for a Product Item

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eCommerce

Reordering Product Items within a Web Product Group

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eCommerce

Adding Products to a Web Product Group

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eCommerce

Creating New Web Product Groups

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eCommerce

Reordering Web Product Groups

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eCommerce

Deleting Web Products

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eCommerce

Deleting Web Product Groups

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eCommerce

Adding Web Product Group Images

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eCommerce

Editing Product Group Descriptions

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eCommerce

Adding Web Product Images

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eCommerce

Adding Web Product Descriptions

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eCommerce

Ribbon Bar Key

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eCommerce

Setting an e-Login

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eCommerce

Articles

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