Onboarding | Step 1: Setting up the Essentials
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Onboarding | Step 1: Setting up the Essentials

Get your whole team on board with the Prospect platform, right from the start. Our Onboarding page guides you through the configuration process – step-by-step.

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Adding Users & Setting Permissions

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Taking More Orders Using RFM Analysis

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Check your Order Alerts

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Enquiry Importer

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Notes Importer

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Setting Territory Restrictions

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Set up Single Sign On

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4 Scenarios for using Account Manger Restrictions

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Configure Account Manager Restrictions

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Data Importer

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