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Onboarding | Step 3: Configure your sales process

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

Identify your Sales Model

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Must Do's

Set up your Opportunity Pipelines

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Must Do's

Set up your Opportunity Types

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Must Do's

Quote to Order Workflow

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Must Do's

Set up your Quote Pipelines

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Must Do's

Configuring Tax Rates for Cin7

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Recommended

Enable Internal Order Notification Emails

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Recommended

Set Default Cin7 Core Sales Status and Sales Type for Orders

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Recommended

Enable Posting of Cin7 Core Salesperson

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Recommended

Set up Manual or Automatic Delivery Charges

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Recommended

Add Upsell Options

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Recommended

Configure Opportunity Size & Margin

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Recommended

Configure your Opportunity Sources

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Recommended

Configure Opportunity Analysis

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