Must Do's

1. Segmenting your Customers & Prospects

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

2. Configure your Company Types

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

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3. Configure your Industries

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

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4. Configure your Contact Roles

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

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Customising your Prospect CRM Interface

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.

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Performing Bulk Updates

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

Configure your Company Priorities

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

Creating Custom Fields

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

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