Must Do's

1. Identify your Sales Model

Understanding how Prospect CRM can help support your sales model to grow your Wholesale, Distribution or Manufacturing business.

2. Set Up your Opportunity Pipelines

Opportunity Pipelines are essentially funnels or journeys which should depict your sales opportunity process. 

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3. Set Up your Opportunity Types

Opportunity Types help to categorise your Opportunities by what type of sale it is.

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4. Set Up your Quote Pipelines

Quote Pipelines should depict your typical quoting process, and the Statuses in the Pipeline should represent the different stages involved in this process.


Set Up your Delivery Charges

How to set up manual or automatic delivery charges.

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Add Upsell Options

Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!

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Configure Opportunity Size & Margin

The Size & Margin features on an Opportunity, helping you record how big this potential sale is.

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Configure your Opportunity Sources

The Source features on all Opportunities in the CRM, helping you record where the sales Opportunity came from.

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Configure Opportunity Analysis

The purpose of the Analysis drop-down is to help categorise your Opportunities, in addition to the Opportunity Type drop-down, and improve reporting. 

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