Must Do's

1. Adding Users & Setting Permissions

Using the Admin Portal to add CRM users and manage user permissions.

Watch it

2. Taking More Orders Using RFM Analysis

Prospect's RFM Analysis needs no configuration and is ready to help you to identify your Champion customers, as well as those who should have ordered by now!

3. Check your Order Alerts

Find out now which of your customers should have order by now using our Order Alerts!


Set up Single Sign On

Single Sign On allows you to log into multiple applications using a single sign on account.

4 Scenarios for using Account Manger Restrictions

When you should be enabling CRM Account Manager Restrictions for your users.

Configure Account Manager Restrictions

How to restrict users to only be able to access the records of customers that they manage.

Data Importer (Preview)

Use our new Data Import tool to import Prospects & additional Contacts into the CRM.

Basic Data Import (Admin User)

Importing data into the CRM using an Excel spreadsheet. Hint: remember to download the data import template!