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Onboarding | Step 2: Segmenting your customers

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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Must Do's Recommended

Must Do's

1. Segmenting your Customers & Prospects

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Must Do's

2. Configure your Company Types

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Must Do's

3. Setting Account Managers

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Must Do's

4. Configure your Industries

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Must Do's

5. Configure your Contact Roles

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Unleashed Two-Way Sync of Basic Company Info

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Display Unleashed Customer Type within Prospect CRM

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Bulk Converting B2C & B2B Contacts

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Identify B2C Customers Based on Unleashed Customer Type

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Identify B2C Customers Based on Cin7 Omni Customer Group

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Recommended

Flag Customers as B2C based on Price Tier

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Recommended

Bulk Update via Excel

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How to Bulk Update Account Managers

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Customising your Prospect CRM Interface

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Recommended

Performing Bulk Updates

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Recommended

Configure your Company Priorities

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Recommended

Creating Custom Fields

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