Must Do's

1. Adding Users & Setting Permissions

Using the Admin Portal to manage your Prospect CRM users.

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2. Configure your Company Types

This article outlines how to configure your Company Types within the CRM.

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3. Configure your Standard Industry Classifications (SIC)

This article outlines how to configure your Standard Industry Classifications (SIC) within the CRM.

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4. Configure your Contact Roles

This article outlines how to configure the Role Code drop-down lists.

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Recommended

Basic Data Import (Admin User)

This article outlines how to complete a basic import of data into the CRM using an Excel spreadsheet.