Onboarding | Step 6: After Sales
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Onboarding | Step 6: After Sales

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

Don't Make After Sales an After Thought

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Must Do's

Set up your Problem Pipelines & Statuses

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Must Do's

Configure your Problem Types

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Configure Advanced Problem Analysis Matrix

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Configure your Problem Sources

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Creating Equipment Items

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Configuring Equipment Types

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Configuring your Equipment Statuses

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Configuring your Equipment Manufacturers

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Automatic Equipment Creation for Unleashed Sales Orders

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Creating Contracts

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Configuring your Contract Statuses

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