Prospect CRM Webinars
Live + Q&A // On Demand
Series 6 Webinars 2025
Sign up to as many Webinars as you like (they're free!). Remember - even if you can't attend, as long as you sign up, we'll send you the recording!
Want us to run a webinar on a topic that's not listed above? Let us know here!
Series 6 Webinar Recordings
Didn't catch a previous session? Watch them at a convenient time for you below.
Session #1: A Day in the Life of a Sales Rep
7th Feb 2025
- Kickstarting your day with CRM insights
- Discover how to design a time-saving workflow
- Visualising success with dashboards
- Build winning quotes, set tasks, and connect with customers
- Live demos + Q&As
Session #2: Calendar, Events & Tasks: Benefits & Use Cases
19th Feb 2025
- Navigating your calendar
- Creating events with ease: scheduling & monitoring
- Setting, viewing & prioritising tasks
- Tracking your progress
- Live demos + Q&As
Session #3: A Day in the Life of a Sales Rep
6th March 2025
- Report building
- Entity selection
- Most popular entities to select when creating a Report
- Overview of the hierarchy
- Filtering reports
- Live demos + Q&As
Session #4: Calendar, Events & Tasks: Benefits & Use Cases
19th March 2025
- Customer insights unlocked: finding hidden opportunities
- Refining results with collection filtering
- Grouping and summaries for deeper insights at a glance
- Combining data from multiple sources for richer data analysis
- View aggregated sales data by month, company, and product
- Live demo + Q&A
Series 5 Webinar Recordings
Didn't catch a previous session? Watch them at a convenient time for you below.
Session #1: Using the Magic Matrix to Generate Marketing Opportunities
26th Nov 2024
- Campaigns 101: a quick refresher
- Setting your Magic Matrix categories
- Building product awareness
- Real-life campaigns in action from data to deals
- Live demo + Q&A
Session #2: New Sales User 101: Quotes & Opportunities
5th December 2024
- Quoting made easy
- Building & using Pipelines that work
- Converting Opportunities from lead to deal
- Using Dashboards to spot your next big win
- Live demo + Q&A
Session #3: Official Launch: All-new Calendar Feature
11th December 2024
- Calendar overhaul: what’s new & improved?
- Learn how to sync your calendar with Outlook
- Your calendar in action
- Live demo + Q&A
Session #4: Configuring your Personal Settings
17th December 2024
- Setting up personal & general email notifications
- Your must-have settings checklist
- Discover how to customise accessibility, reports & more
- Live demo + Q&A
Session #5: Configuring Company-wide Settings (Admin-only)
10th January 2025
- Our top settings to configure during the quieter holiday season
- Live demo + Q&A
