Onboarding

Must Do's

Maximise your average order value by segmenting your customers to help improve your marketing data.

Company Types are used to categorise your records, such as; Prospect, Customer, Competitor, Supplier, Partner etc.

The Industry drop-down in Prospect helps classify businesses according to the type of industry/field they're in.

Contact Roles allow you to categorise people based on how you'd reference them e.g. Main Decision Maker, Main Buyer, Junior Buyer etc.

Need to change the label of a CRM field to help with segmenting your customers? Check out our Customiser to edit your CRM record layouts.

Save time by performing bulk updates from a CRM Report - useful when bulk-assigning Account Managers, Industries, Priorities etc.

Configure you Company Priorities within the CRM to help identify your high, medium & low priority Customers or Prospects.

Want to add bespoke fields to your CRM to help better segment your customers? Use our Customiser to add custom fields.